Raymond James Financial’s WisdomTree US High Dividend Fund DHS Stock Holding History

Raymond James Financial’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 Q3	$16.4M	Buy	146,268 +38,437	+36%	+$4.49M	﹤0.01%	1697
2026 Q2	$12.3M	Sell	107,831 -2,189	-2%	-$244K	﹤0.01%	1979
2026 Q1	$12M	Buy	110,020 +10,239	+10%	+$1.11M	﹤0.01%	1862
2025 Q4	$10.2M	Buy	99,781 +6,155	+7%	+$620K	﹤0.01%	1953
2025 Q3	$9.43M	Sell	93,626 -1,473	-2%	-$146K	﹤0.01%	1967
2025 Q2	$9.13M	Buy	95,099 +944	+1%	+$88.6K	﹤0.01%	1942
2025 Q1	$9.34M	Sell	94,155 -18,874	-17%	-$1.82M	﹤0.01%	1856
2024 Q4	$10.6M	Buy	+113,029	New	+$10.9M	﹤0.01%	1806

Other funds holding DHS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Raymond James Financial's DHS Position: Q3 2026 in Review

Raymond James Financial increased its WisdomTree US High Dividend Fund (DHS) stake by 36% in Q3 2026, buying an estimated $4.49M and bringing the position to 146,268 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Raymond James Financial first reported a position in DHS in Q4 2024 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

Raymond James Financial held 146,268 shares of WisdomTree US High Dividend Fund worth $16.4M as of Q3 2026.
Raymond James Financial bought 38,437 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $4.49M.
WisdomTree US High Dividend Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #1697 holding.
Raymond James Financial first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 8 quarters since.
214 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.