Savant Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Savant Capital’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	$1.43M	Buy	12,748 +6,863	+117%	+$764K	﹤0.01%	730
2026 Q1	$643K	Hold	5,885	–	–	﹤0.01%	789
2025 Q4	$599K	Hold	5,885	–	–	﹤0.01%	762
2025 Q3	$593K	Hold	5,885	–	–	﹤0.01%	738
2025 Q2	$565K	Hold	5,885	–	–	﹤0.01%	704
2025 Q1	$584K	Hold	5,885	–	–	﹤0.01%	634
2024 Q4	$549K	Sell	5,885 -536	-8%	-$51.5K	﹤0.01%	854
2024 Q3	$602K	Sell	6,421 -1,128	-15%	-$102K	0.01%	798
2024 Q2	$639K	Buy	7,549 +3,300	+78%	+$279K	0.01%	716
2024 Q1	$368K	Hold	4,249	–	–	﹤0.01%	824
2023 Q4	$349K	Hold	4,249	–	–	﹤0.01%	658
2023 Q3	$332K	Sell	4,249 -42	-1%	-$3.38K	﹤0.01%	628
2023 Q2	$341K	Buy	4,291 +42	+1%	+$3.36K	0.01%	616
2023 Q1	$350K	Buy	+4,249	New	+$363K	0.01%	556

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

Savant Capital's DHS Position: Q2 2026 in Review

Savant Capital increased its WisdomTree US High Dividend Fund (DHS) stake by 117% in Q2 2026, buying an estimated $764K and bringing the position to 12,748 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Savant Capital first reported a position in DHS in Q1 2023 and has held it in 14 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Savant Capital held 12,748 shares of WisdomTree US High Dividend Fund worth $1.43M as of Q2 2026.
Savant Capital bought 6,863 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $764K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #730 holding.
Savant Capital first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.