SignatureFD’s WisdomTree US High Dividend Fund DHS Stock Holding History

SignatureFD’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 Q1	$2.84K	Hold	26	–	–	﹤0.01%	2960
2025 Q4	$2.65K	Hold	26	–	–	﹤0.01%	2895
2025 Q3	$2.62K	Hold	26	–	–	﹤0.01%	2879
2025 Q2	$2.5K	Hold	26	–	–	﹤0.01%	2813
2025 Q1	$2.58K	Hold	26	–	–	﹤0.01%	2808
2024 Q4	$2.43K	Hold	26	–	–	﹤0.01%	2812
2024 Q3	$2.44K	Hold	26	–	–	﹤0.01%	2786
2024 Q2	$2.2K	Buy	+26	New	+$2.2K	﹤0.01%	2738
2023 Q1	–	Sell	-192	Closed	-$16.5K	–	3306
2022 Q4	$16.5K	Buy	+192	New	+$16.3K	﹤0.01%	1900
2022 Q2	–	Sell	-103	Closed	-$9K	–	3153
2022 Q1	$9K	Hold	103	–	–	﹤0.01%	2195
2021 Q4	$9K	Hold	103	–	–	﹤0.01%	2161
2021 Q3	$8K	Hold	103	–	–	﹤0.01%	2166
2021 Q2	$8K	Sell	103 -211	-67%	-$16.7K	﹤0.01%	2074
2021 Q1	$24K	Buy	314 +213	+211%	+$15.4K	﹤0.01%	1495
2020 Q4	$7K	Buy	+101	New	+$6.74K	﹤0.01%	1825
2020 Q3	–	Sell	-152	Closed	-$9K	–	2632
2020 Q2	$9K	Sell	152 -1,319	-90%	-$81.1K	﹤0.01%	1595
2020 Q1	$83K	Sell	1,471 -2,631	-64%	-$184K	0.01%	708
2019 Q4	$315K	Hold	4,102	–	–	0.02%	344
2019 Q3	$305K	Hold	4,102	–	–	0.03%	307
2019 Q2	$299K	Buy	4,102 +152	+4%	+$11K	0.03%	285
2019 Q1	$286K	Hold	3,950	–	–	0.02%	285
2018 Q4	$257K	Hold	3,950	–	–	0.02%	300
2018 Q3	$285K	Sell	3,950 -1,155	-23%	-$83K	0.03%	324
2018 Q2	$357K	Buy	+5,105	New	+$353K	0.04%	252

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SignatureFD's DHS Position: Q1 2026 in Review

SignatureFD held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2026 at 26 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

SignatureFD first reported a position in DHS in Q2 2018 and has held it in 24 quarters since. The position peaked at $357K in Q2 2018. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

SignatureFD held 26 shares of WisdomTree US High Dividend Fund worth $2.84K as of Q1 2026.
SignatureFD left its WisdomTree US High Dividend Fund share count unchanged in Q1 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #2960 holding.
SignatureFD first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and has held it in 24 quarters since.
SignatureFD's WisdomTree US High Dividend Fund position peaked at $357K in Q2 2018.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.