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Advisornet Financial’s WisdomTree US High Dividend Fund DHS Stock Holding History

Advisornet Financial’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 		$39.7K Sell
349
-34
-9% -$3.79K ﹤0.01% 1190
2026
Q1 		$41.9K Buy
383
+2
+0.5% +$217 ﹤0.01% 1109
2025
Q4 		$38.8K Buy
381
+4
+1% +$403 ﹤0.01% 1136
2025
Q3 		$38K Buy
377
+3
+0.8% +$298 ﹤0.01% 1109
2025
Q2 		$35.9K Buy
374
+4
+1% +$375 ﹤0.01% 1103
2025
Q1 		$36.7K Buy
370
+2
+0.5% +$193 ﹤0.01% 1018
2024
Q4 		$34.3K Sell
368
-1,178
-76% -$113K ﹤0.01% 988
2024
Q3 		$145K Sell
1,546
-777
-33% -$70K 0.01% 599
2024
Q2 		$196K Buy
2,323
+7
+0.3% +$592 0.02% 479
2024
Q1 		$201K Sell
2,316
-122
-5% -$10K 0.02% 470
2023
Q4 		$200K Sell
2,438
-9,092
-79% -$711K 0.02% 468
2023
Q3 		$900K Sell
11,530
-2,022
-15% -$163K 0.08% 221
2023
Q2 		$1.08M Sell
13,552
-2,448
-15% -$196K 0.09% 205
2023
Q1 		$1.32M Buy
16,000
+467
+3% +$39.9K 0.12% 180
2022
Q4 		$1.34M Buy
15,533
+502
+3% +$42.5K 0.13% 168
2022
Q3 		$1.14M Sell
15,031
-1,764
-11% -$146K 0.11% 188
2022
Q2 		$1.38M Buy
16,795
+12,651
+305% +$1.1M 0.14% 171
2022
Q1 		$365K Buy
+4,144
New +$354K 0.02% 429
2020
Q3 		– Sell
-20
Closed -$1K – 1751
2020
Q2 		$1K Sell
20
-1,698
-99% -$104K ﹤0.01% 1665
2020
Q1 		$97K Sell
1,718
-928
-35% -$65K 0.01% 625
2019
Q4 		$203K Sell
2,646
-775
-23% -$58.4K 0.02% 500
2019
Q3 		$255K Sell
3,421
-1,231
-26% -$89.7K 0.02% 447
2019
Q2 		$339K Sell
4,652
-1,741
-27% -$126K 0.04% 371
2019
Q1 		$463K Sell
6,393
-2,327
-27% -$164K 0.06% 285
2018
Q4 		$568K Sell
8,720
-1,541
-15% -$107K 0.08% 227
2018
Q3 		$740K Sell
10,261
-595
-5% -$42.7K 0.09% 208
2018
Q2 		$759K Buy
10,856
+280
+3% +$19.3K 0.1% 177
2018
Q1 		$720K Sell
10,576
-957
-8% -$67.9K 0.1% 183
2017
Q4 		$840K Buy
+11,533
New +$824K 0.13% 146

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

Advisornet Financial's DHS Position: Q2 2026 in Review

Advisornet Financial reduced its WisdomTree US High Dividend Fund (DHS) stake by 8.9% in Q2 2026, selling an estimated $3.79K and leaving 349 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Advisornet Financial first reported a position in DHS in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.38M in Q2 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Advisornet Financial held 349 shares of WisdomTree US High Dividend Fund worth $39.7K as of Q2 2026.
  • Advisornet Financial sold 34 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $3.79K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1190 holding.
  • Advisornet Financial first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 29 quarters since.
  • Advisornet Financial's WisdomTree US High Dividend Fund position peaked at $1.38M in Q2 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.