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Root Financial Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Root Financial 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 		$437 Hold
4
– – ﹤0.01% 2912
2025
Q4 		$407 Hold
4
– – ﹤0.01% 2235
2025
Q3 		$403 Buy
+4
New +$397 ﹤0.01% 2166

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Root Financial Partners's DHS Position: Q1 2026 in Review

Root Financial Partners held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2026 at 4 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Root Financial Partners first reported a position in DHS in Q3 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Root Financial Partners held 4 shares of WisdomTree US High Dividend Fund worth $437 as of Q1 2026.
  • Root Financial Partners left its WisdomTree US High Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2912 holding.
  • Root Financial Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.