NewEdge Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

NewEdge Advisors’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	$9.13M	Buy	80,276 +1,734	+2%	+$193K	0.03%	535
2026 Q1	$8.58M	Buy	78,542 +69,903	+809%	+$7.6M	0.03%	494
2025 Q4	$880K	Sell	8,639 -2,599	-23%	-$262K	﹤0.01%	1569
2025 Q3	$1.13M	Buy	11,238 +136	+1%	+$13.5K	0.01%	1333
2025 Q2	$1.07M	Buy	11,102 +395	+4%	+$37.1K	0.01%	1246
2025 Q1	$1.06M	Sell	10,707 -11,376	-52%	-$1.1M	0.01%	1157
2024 Q4	$2.06M	Buy	22,083 +14,964	+210%	+$1.44M	0.01%	819
2024 Q3	$668K	Sell	7,119 -18,409	-72%	-$1.66M	﹤0.01%	1303
2024 Q2	$2.16M	Buy	+25,528	New	+$2.16M	0.02%	719
2023 Q1	–	Sell	-729	Closed	-$62.7K	–	3585
2022 Q4	$62.7K	Buy	+729	New	+$61.7K	﹤0.01%	1627
2017 Q3	–	Sell	-167	Closed	-$11.3K	–	542
2017 Q2	$11.3K	Buy	+167	New	+$11.4K	﹤0.01%	918

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors's DHS Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 2.2% in Q2 2026, buying an estimated $193K and bringing the position to 80,276 shares worth $9.13M. The position accounts for 0.03% of the portfolio, ranked #535.

NewEdge Advisors first reported a position in DHS in Q2 2017 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

NewEdge Advisors held 80,276 shares of WisdomTree US High Dividend Fund worth $9.13M as of Q2 2026.
NewEdge Advisors bought 1,734 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $193K.
WisdomTree US High Dividend Fund made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #535 holding.
NewEdge Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2017 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.