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 Q1	$213K	Buy	+1,950	New	+$212K	0.15%	58

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PMG Wealth Management's DHS Position: Q1 2026 in Review

PMG Wealth Management opened a new position in WisdomTree US High Dividend Fund (DHS) in Q1 2026: 1,950 shares worth $213K. The stake represents 0.15% of the portfolio and ranks #58 among its holdings.

248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

PMG Wealth Management held 1,950 shares of WisdomTree US High Dividend Fund worth $213K as of Q1 2026.
WisdomTree US High Dividend Fund was a new PMG Wealth Management position in Q1 2026.
WisdomTree US High Dividend Fund made up 0.15% of PMG Wealth Management's portfolio in Q1 2026, its #58 holding.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.