SGK
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Steigerwald Gordon & Koch’s WisdomTree US High Dividend Fund DHS Stock Holding History

Steigerwald Gordon & Koch’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 		$99.6K Hold
912
– – 0.01% 212
2025
Q4 		$92.8K Hold
912
– – 0.01% 225
2025
Q3 		$91.9K Buy
+912
New +$90.5K 0.01% 216

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Steigerwald Gordon & Koch's DHS Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2026 at 912 shares worth $99.6K. The position accounts for 0.01% of the portfolio, ranked #212.

Steigerwald Gordon & Koch first reported a position in DHS in Q3 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Steigerwald Gordon & Koch held 912 shares of WisdomTree US High Dividend Fund worth $99.6K as of Q1 2026.
  • Steigerwald Gordon & Koch left its WisdomTree US High Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US High Dividend Fund made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #212 holding.
  • Steigerwald Gordon & Koch first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.