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

Precedent Wealth 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	$6.25M	Buy	55,000 +223	+0.4%	+$24.8K	1.04%	22
2026 Q1	$5.98M	Sell	54,777 -4,231	-7%	-$460K	1.2%	20
2025 Q4	$6.01M	Sell	59,008 -968	-2%	-$97.5K	1.26%	19
2025 Q3	$6.04M	Sell	59,976 -76	-0.1%	-$7.54K	1.33%	18
2025 Q2	$5.76M	Sell	60,052 -2,206	-4%	-$207K	1.41%	16
2025 Q1	$6.17M	Buy	62,258 +3,050	+5%	+$295K	1.71%	16
2024 Q4	$5.53M	Buy	59,208 +630	+1%	+$60.6K	1.8%	12
2024 Q3	$5.49M	Sell	58,578 -3,361	-5%	-$303K	1.81%	13
2024 Q2	$5.24M	Sell	61,939 -8,921	-13%	-$755K	2.11%	11
2024 Q1	$6.14M	Sell	70,860 -290	-0.4%	-$23.9K	2.64%	8
2023 Q4	$5.85M	Buy	+71,150	New	+$5.56M	2.97%	8

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Precedent Wealth Partners's DHS Position: Q2 2026 in Review

Precedent Wealth Partners increased its WisdomTree US High Dividend Fund (DHS) stake by 0.41% in Q2 2026, buying an estimated $24.8K and bringing the position to 55,000 shares worth $6.25M. The position accounts for 1.04% of the portfolio, ranked #22.

Precedent Wealth Partners first reported a position in DHS in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Precedent Wealth Partners held 55,000 shares of WisdomTree US High Dividend Fund worth $6.25M as of Q2 2026.
Precedent Wealth Partners bought 223 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $24.8K.
WisdomTree US High Dividend Fund made up 1.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #22 holding.
Precedent Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.