PWM
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PMG Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

PMG Wealth Management’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 		$222K Hold
1,950
– – 0.14% 57
2026
Q1 		$213K Buy
+1,950
New +$212K 0.15% 58

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 22.9% 1-Year Est. Return

PMG Wealth Management's DHS Position: Q2 2026 in Review

PMG Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,950 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #57.

PMG Wealth Management first reported a position in DHS in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • PMG Wealth Management held 1,950 shares of WisdomTree US High Dividend Fund worth $222K as of Q2 2026.
  • PMG Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up 0.14% of PMG Wealth Management's portfolio in Q2 2026, its #57 holding.
  • PMG Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.