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 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

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

Stephens Inc's DHS Position: Q1 2026 in Review

Stephens Inc increased its WisdomTree US High Dividend Fund (DHS) stake by 25% in Q1 2026, buying an estimated $54.3K and bringing the position to 2,500 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Stephens Inc first reported a position in DHS in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.65M in Q4 2013. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

Stephens Inc held 2,500 shares of WisdomTree US High Dividend Fund worth $273K as of Q1 2026.
Stephens Inc bought 500 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $54.3K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1080 holding.
Stephens Inc first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 6 quarters since.
Stephens Inc's WisdomTree US High Dividend Fund position peaked at $2.65M in Q4 2013.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.