Stephens Inc’s WisdomTree US High Dividend Fund DHS Stock Holding History

Stephens Inc’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	$284K	Hold	2,500	–	–	﹤0.01%	1098
2026 Q1	$273K	Buy	2,500 +500	+25%	+$54.3K	﹤0.01%	1080
2025 Q4	$204K	Hold	2,000	–	–	﹤0.01%	1202
2025 Q3	$202K	Buy	+2,000	New	+$199K	﹤0.01%	1217
2014 Q1	–	Sell	-48,113	Closed	-$2.65M	–	828
2013 Q4	$2.65M	Buy	48,113 +249	+0.5%	+$13.5K	0.13%	170
2013 Q3	$2.49M	Buy	47,864 +1,869	+4%	+$98.2K	0.13%	164
2013 Q2	$2.38M	Buy	+45,995	New	+$2.41M	0.13%	146

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

Stephens Inc's DHS Position: Q2 2026 in Review

Stephens Inc held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 2,500 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Stephens Inc first reported a position in DHS in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2013. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Stephens Inc held 2,500 shares of WisdomTree US High Dividend Fund worth $284K as of Q2 2026.
Stephens Inc left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1098 holding.
Stephens Inc first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 7 quarters since.
Stephens Inc's WisdomTree US High Dividend Fund position peaked at $2.65M in Q4 2013.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.