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

Western Pacific 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	$111K	Hold	972	–	–	0.1%	92
2026 Q1	$106K	Hold	972	–	–	0.11%	86
2025 Q4	$99K	Hold	972	–	–	0.1%	87
2025 Q3	$97.9K	Hold	972	–	–	0.1%	98
2025 Q2	$93.3K	Sell	972 -385	-28%	-$36.1K	0.09%	103
2025 Q1	$135K	Hold	1,357	–	–	0.12%	83
2024 Q4	$127K	Buy	1,357 +197	+17%	+$18.9K	0.1%	91
2024 Q3	$109K	Hold	1,160	–	–	0.07%	114
2024 Q2	$98.1K	Hold	1,160	–	–	0.07%	100
2024 Q1	$101K	Hold	1,160	–	–	0.07%	99
2023 Q4	$95.3K	Hold	1,160	–	–	0.07%	95
2023 Q3	$90.5K	Hold	1,160	–	–	0.07%	87
2023 Q2	$92.3K	Hold	1,160	–	–	0.07%	87
2023 Q1	$95.4K	Hold	1,160	–	–	0.07%	82
2022 Q4	$99.8K	Hold	1,160	–	–	0.08%	79
2022 Q3	$87K	Hold	1,160	–	–	0.09%	60
2022 Q2	$95K	Hold	1,160	–	–	0.09%	46
2022 Q1	$102K	Hold	1,160	–	–	0.07%	57
2021 Q4	$95K	Buy	+1,160	New	+$92.2K	0.06%	70

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

Western Pacific Wealth Management's DHS Position: Q2 2026 in Review

Western Pacific Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 972 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #92.

Western Pacific Wealth Management first reported a position in DHS in Q4 2021 and has held it in 19 quarters since. The position peaked at $135K in Q1 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Western Pacific Wealth Management held 972 shares of WisdomTree US High Dividend Fund worth $111K as of Q2 2026.
Western Pacific Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.1% of Western Pacific Wealth Management's portfolio in Q2 2026, its #92 holding.
Western Pacific Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's WisdomTree US High Dividend Fund position peaked at $135K in Q1 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.