UHLMANN PRICE SECURITIES’s WisdomTree US High Dividend Fund DHS Stock Holding History

UHLMANN PRICE SECURITIES’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	$1.43M	Buy	12,549 +229	+2%	+$25.5K	0.05%	55
2026 Q1	$1.35M	Sell	12,320 -50	-0.4%	-$5.43K	0.09%	50
2025 Q4	$1.26M	Buy	12,370 +89	+0.7%	+$8.97K	0.75%	33
2025 Q3	$1.24M	Buy	12,281 +7,607	+163%	+$755K	0.76%	32
2025 Q2	$449K	Sell	4,674 -7,234	-61%	-$679K	0.32%	77
2025 Q1	$1.18M	Buy	11,908 +437	+4%	+$42.2K	0.87%	27
2024 Q4	$1.07M	Buy	11,471 +698	+6%	+$67.1K	0.81%	28
2024 Q3	$1.01M	Buy	+10,773	New	+$971K	0.8%	27

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

UHLMANN PRICE SECURITIES's DHS Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its WisdomTree US High Dividend Fund (DHS) stake by 1.9% in Q2 2026, buying an estimated $25.5K and bringing the position to 12,549 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #55.

UHLMANN PRICE SECURITIES first reported a position in DHS in Q3 2024 and has held it in 8 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

UHLMANN PRICE SECURITIES held 12,549 shares of WisdomTree US High Dividend Fund worth $1.43M as of Q2 2026.
UHLMANN PRICE SECURITIES bought 229 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $25.5K.
WisdomTree US High Dividend Fund made up 0.05% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #55 holding.
UHLMANN PRICE SECURITIES first reported a position in WisdomTree US High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.