Rothschild Investment LLC’s WisdomTree US High Dividend Fund DHS Stock Holding History

Rothschild Investment LLC’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	$47.3K	Hold	416	–	–	﹤0.01%	1266
2026 Q1	$45.5K	Hold	416	–	–	﹤0.01%	1146
2025 Q4	$42.4K	Hold	416	–	–	﹤0.01%	1074
2025 Q3	$41.9K	Hold	416	–	–	﹤0.01%	1039
2025 Q2	$40K	Hold	416	–	–	﹤0.01%	838
2025 Q1	$41.3K	Hold	416	–	–	﹤0.01%	820
2024 Q4	$38.9K	Hold	416	–	–	﹤0.01%	839
2024 Q3	$39K	Hold	416	–	–	﹤0.01%	842
2024 Q2	$35.2K	Hold	416	–	–	﹤0.01%	835
2024 Q1	$36.1K	Hold	416	–	–	﹤0.01%	798
2023 Q4	$34.2K	Buy	+416	New	+$32.5K	﹤0.01%	736

Other funds holding DHS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's DHS Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 416 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Rothschild Investment LLC first reported a position in DHS in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Rothschild Investment LLC held 416 shares of WisdomTree US High Dividend Fund worth $47.3K as of Q2 2026.
Rothschild Investment LLC left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1266 holding.
Rothschild Investment LLC first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.