P
DHS icon

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

&Partners’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 		$774K Buy
+6,810
New +$758K ﹤0.01% 1578
2025
Q4 		– Sell
-2,046
Closed -$206K – 2302
2025
Q3 		$206K Buy
+2,046
New +$203K ﹤0.01% 1953

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

&Partners's DHS Position: Q2 2026 in Review

&Partners opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 6,810 shares worth $774K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings. This is a return to the name: &Partners previously reported a position in DHS as recently as Q3 2025.

&Partners first reported a position in DHS in Q3 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • &Partners held 6,810 shares of WisdomTree US High Dividend Fund worth $774K as of Q2 2026.
  • WisdomTree US High Dividend Fund was a new &Partners position in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1578 holding.
  • &Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.