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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
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

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital's DHS Position: Q2 2026 in Review

Apella Capital reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.41% in Q2 2026, selling an estimated $11.9K and leaving 26,102 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #222.

Apella Capital first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Apella Capital held 26,102 shares of WisdomTree US High Dividend Fund worth $3.02M as of Q2 2026.
  • Apella Capital sold 107 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $11.9K.
  • WisdomTree US High Dividend Fund made up 0.04% of Apella Capital's portfolio in Q2 2026, its #222 holding.
  • Apella Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.