WWM
DHS icon

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

Western 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 		$436K Sell
3,831
-40
-1% -$4.46K 0.01% 717
2026
Q1 		$423K Buy
3,871
+118
+3% +$12.8K 0.02% 687
2025
Q4 		$382K Buy
3,753
+15
+0.4% +$1.51K 0.02% 595
2025
Q3 		$377K Buy
3,738
+2
+0.1% +$199 0.02% 526
2025
Q2 		$359K Sell
3,736
-254
-6% -$23.8K 0.02% 512
2025
Q1 		$396K Buy
3,990
+258
+7% +$24.9K 0.03% 446
2024
Q4 		$348K Buy
3,732
+973
+35% +$93.6K 0.02% 558
2024
Q3 		$259K Buy
2,759
+2
+0.1% +$180 0.01% 652
2024
Q2 		$233K Buy
2,757
+52
+2% +$4.4K 0.02% 581
2024
Q1 		$234K Hold
2,705
– – 0.02% 580
2023
Q4 		$222K Hold
2,705
– – 0.02% 628
2023
Q3 		$211K Sell
2,705
-35
-1% -$2.82K 0.02% 600
2023
Q2 		$218K Sell
2,740
-4,128
-60% -$330K 0.02% 596
2023
Q1 		$565K Sell
6,868
-759
-10% -$64.8K 0.05% 343
2022
Q4 		$656K Buy
+7,627
New +$646K 0.07% 302

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

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

Western Wealth Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 1% in Q2 2026, selling an estimated $4.46K and leaving 3,831 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #717.

Western Wealth Management first reported a position in DHS in Q4 2022 and has held it in 15 quarters since. The position peaked at $656K in Q4 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Western Wealth Management held 3,831 shares of WisdomTree US High Dividend Fund worth $436K as of Q2 2026.
  • Western Wealth Management sold 40 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $4.46K.
  • WisdomTree US High Dividend Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #717 holding.
  • Western Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Western Wealth Management's WisdomTree US High Dividend Fund position peaked at $656K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.