SWM
DHS icon

Stonebridge Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Stonebridge Wealth 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 		$9.74M Buy
85,714
+197
+0.2% +$21.9K 8.72% 3
2026
Q1 		$9.34M Sell
85,517
-6,960
-8% -$756K 8.95% 3
2025
Q4 		$9.42M Sell
92,477
-3,658
-4% -$369K 8.9% 3
2025
Q3 		$9.69M Sell
96,135
-2,335
-2% -$232K 8.31% 3
2025
Q2 		$9.45M Buy
+98,470
New +$9.24M 8.91% 2

Other funds holding DHS

EF
Evanson Financial Mclean, Virginia $2.04B AUM
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Stonebridge Wealth Management's DHS Position: Q2 2026 in Review

Stonebridge Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.23% in Q2 2026, buying an estimated $21.9K and bringing the position to 85,714 shares worth $9.74M. The position accounts for 8.72% of the portfolio, ranked #3.

Stonebridge Wealth Management first reported a position in DHS in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Stonebridge Wealth Management held 85,714 shares of WisdomTree US High Dividend Fund worth $9.74M as of Q2 2026.
  • Stonebridge Wealth Management bought 197 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $21.9K.
  • WisdomTree US High Dividend Fund made up 8.72% of Stonebridge Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Stonebridge Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.