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Oppenheimer & Co’s WisdomTree US High Dividend Fund DHS Stock Holding History

Oppenheimer & Co’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 		$248K Sell
2,182
-1,195
-35% -$133K ﹤0.01% 1561
2026
Q1 		$369K Sell
3,377
-531
-14% -$57.7K ﹤0.01% 1307
2025
Q4 		$398K Buy
+3,908
New +$394K 0.01% 1159

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

Oppenheimer & Co's DHS Position: Q2 2026 in Review

Oppenheimer & Co reduced its WisdomTree US High Dividend Fund (DHS) stake by 35% in Q2 2026, selling an estimated $133K and leaving 2,182 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Oppenheimer & Co first reported a position in DHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Oppenheimer & Co held 2,182 shares of WisdomTree US High Dividend Fund worth $248K as of Q2 2026.
  • Oppenheimer & Co sold 1,195 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $133K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1561 holding.
  • Oppenheimer & Co first reported a position in WisdomTree US High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Oppenheimer & Co's WisdomTree US High Dividend Fund position peaked at $398K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.