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Wick Capital Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wick Capital Partners’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 		$306K Hold
2,691
– – 0.05% 162
2026
Q1 		$294K Hold
2,691
– – 0.05% 150
2025
Q4 		$274K Hold
2,691
– – 0.05% 155
2025
Q3 		$271K Sell
2,691
-1,782
-40% -$177K 0.06% 99
2025
Q2 		$258K Buy
4,473
+1,782
+66% +$167K 0.07% 93
2025
Q1 		$267K Buy
+2,691
New +$260K 0.08% 88

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

Wick Capital Partners's DHS Position: Q2 2026 in Review

Wick Capital Partners held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 2,691 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #162.

Wick Capital Partners first reported a position in DHS in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Wick Capital Partners held 2,691 shares of WisdomTree US High Dividend Fund worth $306K as of Q2 2026.
  • Wick Capital Partners left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up 0.05% of Wick Capital Partners's portfolio in Q2 2026, its #162 holding.
  • Wick Capital Partners first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.