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

Apella Capital’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 Q3	$2.92M	Sell	25,972 -130	-0.5%	-$15.2K	0.04%	239
2026 Q2	$3.02M	Sell	26,102 -107	-0.4%	-$11.9K	0.04%	222
2026 Q1	$2.9M	Buy	26,209 +24,012	+1,093%	+$2.61M	0.04%	222
2025 Q4	$224K	Buy	2,197 +2	+0.1%	+$202	﹤0.01%	496
2025 Q3	$218K	Buy	2,195 +3	+0.1%	+$298	﹤0.01%	440
2025 Q2	$214K	Sell	2,192 -57	-3%	-$5.35K	0.01%	402
2025 Q1	$205K	Sell	2,249 -6	-0.3%	-$580	0.01%	370
2024 Q4	$211K	Buy	+2,255	New	+$217K	0.01%	330

Other funds holding DHS

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Apella Capital's DHS Position: Q3 2026 in Review

Apella Capital reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.5% in Q3 2026, selling an estimated $15.2K and leaving 25,972 shares worth $2.92M. The position accounts for 0.04% of the portfolio, ranked #239.

Apella Capital first reported a position in DHS in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q2 2026. 60 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

Apella Capital held 25,972 shares of WisdomTree US High Dividend Fund worth $2.92M as of Q3 2026.
Apella Capital sold 130 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $15.2K.
WisdomTree US High Dividend Fund made up 0.04% of Apella Capital's portfolio in Q3 2026, its #239 holding.
Apella Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Apella Capital's WisdomTree US High Dividend Fund position peaked at $3.02M in Q2 2026.
60 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.