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 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

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

Precedent Wealth Partners's DHS Position: Q1 2026 in Review

Precedent Wealth Partners reduced its WisdomTree US High Dividend Fund (DHS) stake by 7.2% in Q1 2026, selling an estimated $460K and leaving 54,777 shares worth $5.98M. The position accounts for 1.2% of the portfolio, ranked #20.

Precedent Wealth Partners first reported a position in DHS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.17M in Q1 2025. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

Precedent Wealth Partners held 54,777 shares of WisdomTree US High Dividend Fund worth $5.98M as of Q1 2026.
Precedent Wealth Partners sold 4,231 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $460K.
WisdomTree US High Dividend Fund made up 1.2% of Precedent Wealth Partners's portfolio in Q1 2026, its #20 holding.
Precedent Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 10 quarters since.
Precedent Wealth Partners's WisdomTree US High Dividend Fund position peaked at $6.17M in Q1 2025.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.