1 North Wealth Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

1 North Wealth Services’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	$7.44M	Buy	65,441 +2,660	+4%	+$296K	2.43%	20
2026 Q1	$6.86M	Sell	62,781 -2,246	-3%	-$244K	2.48%	19
2025 Q4	$6.62M	Buy	65,027 +2,262	+4%	+$228K	2.33%	18
2025 Q3	$6.32M	Sell	62,765 -32,590	-34%	-$3.24M	2.59%	16
2025 Q2	$9.15M	Buy	+95,355	New	+$8.95M	3.63%	9

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

1 North Wealth Services's DHS Position: Q2 2026 in Review

1 North Wealth Services increased its WisdomTree US High Dividend Fund (DHS) stake by 4.2% in Q2 2026, buying an estimated $296K and bringing the position to 65,441 shares worth $7.44M. The position accounts for 2.43% of the portfolio, ranked #20.

1 North Wealth Services first reported a position in DHS in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.15M in Q2 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

1 North Wealth Services held 65,441 shares of WisdomTree US High Dividend Fund worth $7.44M as of Q2 2026.
1 North Wealth Services bought 2,660 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $296K.
WisdomTree US High Dividend Fund made up 2.43% of 1 North Wealth Services's portfolio in Q2 2026, its #20 holding.
1 North Wealth Services first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
1 North Wealth Services's WisdomTree US High Dividend Fund position peaked at $9.15M in Q2 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.