Principal Securities’s WisdomTree US High Dividend Fund DHS Stock Holding History

Principal Securities’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	-412	Closed	-$41.5K	–	1867
2025 Q3	$41.5K	Sell	412 -12	-3%	-$1.19K	﹤0.01%	2043
2025 Q2	$40.7K	Buy	424 +12	+3%	+$1.13K	﹤0.01%	1978
2025 Q1	$38.5K	Hold	412	–	–	﹤0.01%	1872
2024 Q4	$38.5K	Hold	412	–	–	﹤0.01%	1868
2024 Q3	$38.6K	Hold	412	–	–	﹤0.01%	1802
2024 Q2	$34.9K	Hold	412	–	–	﹤0.01%	1788
2024 Q1	$35.7K	Hold	412	–	–	﹤0.01%	1721
2023 Q4	$33.9K	Buy	+412	New	+$32.2K	﹤0.01%	1658

Other funds holding DHS

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 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

Principal Securities's DHS Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2025, closing a stake of 412 shares — an estimated $41.5K sold.

Principal Securities first reported a position in DHS in Q4 2023 and held it in 8 quarters. The position peaked at $41.5K in Q3 2025. 233 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

Principal Securities reported no remaining WisdomTree US High Dividend Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 412 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $41.5K.
Principal Securities first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's WisdomTree US High Dividend Fund position peaked at $41.5K in Q3 2025.
233 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.