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Wedmont Private Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wedmont Private Capital’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
2025
Q1 		– Sell
-2,691
Closed -$246K – 722
2024
Q4 		$246K Hold
2,691
– – 0.01% 598
2024
Q3 		$252K Hold
2,691
– – 0.01% 563
2024
Q2 		$235K Buy
+2,691
New +$228K 0.01% 567

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wedmont Private Capital's DHS Position: Q1 2025 in Review

Wedmont Private Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 2,691 shares — an estimated $246K sold.

Wedmont Private Capital first reported a position in DHS in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

  • Wedmont Private Capital reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 2,691 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $246K.
  • Wedmont Private Capital first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and held it in 3 quarters.
  • Wedmont Private Capital's WisdomTree US High Dividend Fund position peaked at $252K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Wedmont Private Capital's 13F filing for Q1 2025, filed 14 Apr 2025.