Salomon & Ludwin’s WisdomTree US High Dividend Fund DHS Stock Holding History

Salomon & Ludwin’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	$58.5K	Hold	514	–	–	﹤0.01%	468
2026 Q1	$55.9K	Hold	514	–	–	0.01%	434
2025 Q4	$53K	Hold	514	–	–	﹤0.01%	392
2025 Q3	$51.9K	Hold	514	–	–	﹤0.01%	379
2025 Q2	$50.3K	Hold	514	–	–	0.01%	267
2025 Q1	$51K	Hold	514	–	–	0.01%	247
2024 Q4	$48K	Hold	514	–	–	0.01%	249
2024 Q3	$48.2K	Hold	514	–	–	﹤0.01%	263
2024 Q2	$43.5K	Hold	514	–	–	﹤0.01%	272
2024 Q1	$44.5K	Hold	514	–	–	﹤0.01%	372
2023 Q4	$40.1K	Hold	514	–	–	﹤0.01%	333
2023 Q3	$40.1K	Buy	+514	New	+$41.4K	﹤0.01%	333

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

Salomon & Ludwin's DHS Position: Q2 2026 in Review

Salomon & Ludwin held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 514 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Salomon & Ludwin first reported a position in DHS in Q3 2023 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Salomon & Ludwin held 514 shares of WisdomTree US High Dividend Fund worth $58.5K as of Q2 2026.
Salomon & Ludwin left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #468 holding.
Salomon & Ludwin first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and has held it in 12 quarters since.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.