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 Q3	$9.6M	Buy	85,976 +262	+0.3%	+$30.6K	8.57%	3
2026 Q2	$9.7M	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	$9.7M	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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Stonebridge Wealth Management's DHS Position: Q3 2026 in Review

Stonebridge Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.31% in Q3 2026, buying an estimated $30.6K and bringing the position to 85,976 shares worth $9.6M. The position accounts for 8.57% of the portfolio, ranked #3.

Stonebridge Wealth Management first reported a position in DHS in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.7M in Q2 2026. 42 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

Stonebridge Wealth Management held 85,976 shares of WisdomTree US High Dividend Fund worth $9.6M as of Q3 2026.
Stonebridge Wealth Management bought 262 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $30.6K.
WisdomTree US High Dividend Fund made up 8.57% of Stonebridge Wealth Management's portfolio in Q3 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 6 quarters since.
Stonebridge Wealth Management's WisdomTree US High Dividend Fund position peaked at $9.7M in Q2 2026.
42 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.