Smartleaf Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Smartleaf Asset Management’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	$2.63K	Hold	23	–	–	﹤0.01%	2880
2026 Q1	$2.49K	Hold	23	–	–	﹤0.01%	2900
2025 Q4	$2.35K	Hold	23	–	–	﹤0.01%	2940
2025 Q3	$2.3K	Sell	23 -289	-93%	-$28.7K	﹤0.01%	2581
2025 Q2	$29.9K	Buy	312 +65	+26%	+$6.1K	﹤0.01%	1385
2025 Q1	$24.2K	Buy	247 +212	+606%	+$20.5K	﹤0.01%	1513
2024 Q4	$3.25K	Buy	35 +1	+3%	+$96	﹤0.01%	2390
2024 Q3	$3.17K	Buy	34 +2	+6%	+$180	﹤0.01%	2313
2024 Q2	$2.69K	Buy	32 +1	+3%	+$85	﹤0.01%	2105
2024 Q1	$2.66K	Buy	31 +1	+3%	+$82	﹤0.01%	1413
2023 Q4	$2.47K	Buy	+30	New	+$2.35K	﹤0.01%	945

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

Smartleaf Asset Management's DHS Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 23 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Smartleaf Asset Management first reported a position in DHS in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.9K in Q2 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Smartleaf Asset Management held 23 shares of WisdomTree US High Dividend Fund worth $2.63K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2880 holding.
Smartleaf Asset Management first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's WisdomTree US High Dividend Fund position peaked at $29.9K in Q2 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.