SBI Securities’s WisdomTree US High Dividend Fund DHS Stock Holding History

SBI Securities’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	$1.04M	Sell	9,180 -359	-4%	-$40K	0.02%	283
2026 Q1	$1.04M	Sell	9,539 -298	-3%	-$32.4K	0.03%	266
2025 Q4	$1M	Buy	9,837 +1	+0%	+$101	0.03%	271
2025 Q3	$991K	Sell	9,836 -240	-2%	-$23.8K	0.03%	273
2025 Q2	$967K	Buy	10,076 +378	+4%	+$35.5K	0.03%	270
2025 Q1	$962K	Buy	9,698 +114	+1%	+$11K	0.03%	251
2024 Q4	$895K	Buy	+9,584	New	+$922K	0.03%	261

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

SBI Securities's DHS Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree US High Dividend Fund (DHS) stake by 3.8% in Q2 2026, selling an estimated $40K and leaving 9,180 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #283.

SBI Securities first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

SBI Securities held 9,180 shares of WisdomTree US High Dividend Fund worth $1.04M as of Q2 2026.
SBI Securities sold 359 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $40K.
WisdomTree US High Dividend Fund made up 0.02% of SBI Securities's portfolio in Q2 2026, its #283 holding.
SBI Securities first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.