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 Q3	$57.6K	Hold	514	–	–	﹤0.01%	419
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

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Salomon & Ludwin's DHS Position: Q3 2026 in Review

Salomon & Ludwin held its WisdomTree US High Dividend Fund (DHS) position steady in Q3 2026 at 514 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Salomon & Ludwin first reported a position in DHS in Q3 2023 and has held it in 13 quarters since. The position peaked at $58.5K in Q2 2026. 127 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

Salomon & Ludwin held 514 shares of WisdomTree US High Dividend Fund worth $57.6K as of Q3 2026.
Salomon & Ludwin left its WisdomTree US High Dividend Fund share count unchanged in Q3 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #419 holding.
Salomon & Ludwin first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's WisdomTree US High Dividend Fund position peaked at $58.5K in Q2 2026.
127 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.