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Nations Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Nations Financial Group’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
2,988
+100
+3% +$11.1K 0.02% 624
2026
Q1 		$315K Buy
2,888
+150
+5% +$16.3K 0.02% 642
2025
Q4 		$279K Buy
2,738
+500
+22% +$50.4K 0.01% 649
2025
Q3 		$225K Hold
2,238
– – 0.01% 649
2025
Q2 		$215K Hold
2,238
– – 0.01% 632
2025
Q1 		$222K Hold
2,238
– – 0.02% 589
2024
Q4 		$209K Hold
2,238
– – 0.02% 634
2024
Q3 		$210K Buy
+2,238
New +$202K 0.02% 641

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nations Financial Group's DHS Position: Q2 2026 in Review

Nations Financial Group increased its WisdomTree US High Dividend Fund (DHS) stake by 3.5% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,988 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #624.

Nations Financial Group first reported a position in DHS in Q3 2024 and has held it in 8 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Nations Financial Group held 2,988 shares of WisdomTree US High Dividend Fund worth $340K as of Q2 2026.
  • Nations Financial Group bought 100 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $11.1K.
  • WisdomTree US High Dividend Fund made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #624 holding.
  • Nations Financial Group first reported a position in WisdomTree US High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.