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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Western Pacific Wealth Management's DHS Position: Q1 2026 in Review

Western Pacific Wealth Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2026 at 972 shares worth $106K. The position accounts for 0.11% of the portfolio, ranked #86.

Western Pacific Wealth Management first reported a position in DHS in Q4 2021 and has held it in 18 quarters since. The position peaked at $135K in Q1 2025. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

Western Pacific Wealth Management held 972 shares of WisdomTree US High Dividend Fund worth $106K as of Q1 2026.
Western Pacific Wealth Management left its WisdomTree US High Dividend Fund share count unchanged in Q1 2026.
WisdomTree US High Dividend Fund made up 0.11% of Western Pacific Wealth Management's portfolio in Q1 2026, its #86 holding.
Western Pacific Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's WisdomTree US High Dividend Fund position peaked at $135K in Q1 2025.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.