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&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
2025
Q4 		– Sell
-2,046
Closed -$206K – 2302
2025
Q3 		$206K Buy
+2,046
New +$203K ﹤0.01% 1953

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

&Partners's DHS Position: Q4 2025 in Review

&Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2025, closing a stake of 2,046 shares — an estimated $206K sold.

&Partners first reported a position in DHS in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 232 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

  • &Partners reported no remaining WisdomTree US High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • &Partners sold 2,046 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $206K.
  • &Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and held it in 1 quarter.
  • &Partners's WisdomTree US High Dividend Fund position peaked at $206K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.