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Ranch Capital Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Ranch Capital Advisors’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 		$327K Buy
2,875
+16
+0.6% +$1.78K 0.1% 126
2026
Q1 		$312K Buy
2,859
+12
+0.4% +$1.3K 0.11% 128
2025
Q4 		$290K Buy
2,847
+16
+0.6% +$1.61K 0.11% 130
2025
Q3 		$285K Buy
2,831
+15
+0.5% +$1.49K 0.11% 130
2025
Q2 		$270K Buy
2,816
+16
+0.6% +$1.5K 0.12% 127
2025
Q1 		$278K Buy
2,800
+11
+0.4% +$1.06K 0.13% 124
2024
Q4 		$260K Buy
2,789
+15
+0.5% +$1.44K 0.12% 126
2024
Q3 		$260K Sell
2,774
-384
-12% -$34.6K 0.12% 127
2024
Q2 		$267K Buy
3,158
+18
+0.6% +$1.52K 0.14% 131
2024
Q1 		$272K Buy
3,140
+12
+0.4% +$988 0.15% 128
2023
Q4 		$257K Sell
3,128
-69
-2% -$5.4K 0.16% 126
2023
Q3 		$250K Buy
3,197
+148
+5% +$11.9K 0.17% 122
2023
Q2 		$243K Sell
3,049
-132
-4% -$10.6K 0.17% 124
2023
Q1 		$262K Sell
3,181
-90
-3% -$7.69K 0.19% 125
2022
Q4 		$282K Buy
3,271
+1
+0% +$85 0.22% 120
2022
Q3 		$248K Buy
3,270
+17
+0.5% +$1.41K 0.2% 129
2022
Q2 		$268K Buy
3,253
+24
+0.7% +$2.09K 0.21% 121
2022
Q1 		$284K Buy
3,229
+4
+0.1% +$342 0.19% 127
2021
Q4 		$266K Buy
3,225
+15
+0.5% +$1.19K 0.17% 135
2021
Q3 		$247K Sell
3,210
-28
-0.9% -$2.22K 0.15% 138
2021
Q2 		$253K Sell
3,238
-190
-6% -$15K 0.15% 142
2021
Q1 		$261K Sell
3,428
-215
-6% -$15.5K 0.17% 135
2020
Q4 		$252K Sell
3,643
-47
-1% -$3.14K 0.18% 124
2020
Q3 		$230K Sell
3,690
-194
-5% -$12.3K 0.18% 124
2020
Q2 		$253K Sell
3,884
-655
-14% -$40.3K 0.2% 118
2020
Q1 		$256K Buy
4,539
+90
+2% +$6.3K 0.25% 103
2019
Q4 		$342K Sell
4,449
-19
-0.4% -$1.43K 0.28% 102
2019
Q3 		$333K Buy
+4,468
New +$326K 0.36% 95

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 22.96% 1-Year Est. Return

Ranch Capital Advisors's DHS Position: Q2 2026 in Review

Ranch Capital Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.56% in Q2 2026, buying an estimated $1.78K and bringing the position to 2,875 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #126.

Ranch Capital Advisors first reported a position in DHS in Q3 2019 and has held it in 28 quarters since. The position peaked at $342K in Q4 2019. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Ranch Capital Advisors held 2,875 shares of WisdomTree US High Dividend Fund worth $327K as of Q2 2026.
  • Ranch Capital Advisors bought 16 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.78K.
  • WisdomTree US High Dividend Fund made up 0.1% of Ranch Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Ranch Capital Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2019 and has held it in 28 quarters since.
  • Ranch Capital Advisors's WisdomTree US High Dividend Fund position peaked at $342K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.