SF
DHS icon

Summit Financial’s WisdomTree US High Dividend Fund DHS Stock Holding History

Summit Financial’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 		$325K Sell
2,859
-893
-24% -$99.5K ﹤0.01% 1287
2026
Q1 		$410K Hold
3,752
– – 0.01% 1057
2025
Q4 		$382K Sell
3,752
-132
-3% -$13.3K 0.01% 980
2025
Q3 		$391K Sell
3,884
-132
-3% -$13.1K 0.01% 968
2025
Q2 		$385K Buy
+4,016
New +$377K 0.01% 627

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's DHS Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree US High Dividend Fund (DHS) stake by 24% in Q2 2026, selling an estimated $99.5K and leaving 2,859 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Summit Financial first reported a position in DHS in Q2 2025 and has held it in 5 quarters since. The position peaked at $410K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Summit Financial held 2,859 shares of WisdomTree US High Dividend Fund worth $325K as of Q2 2026.
  • Summit Financial sold 893 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $99.5K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1287 holding.
  • Summit Financial first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's WisdomTree US High Dividend Fund position peaked at $410K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.