AWM
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Apollon Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Apollon Wealth Management’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 		$259K Buy
2,275
+1
+0% +$111 ﹤0.01% 1360
2026
Q1 		$248K Sell
2,274
-1,103
-33% -$120K ﹤0.01% 1209
2025
Q4 		$344K Buy
3,377
+4
+0.1% +$403 0.01% 1000
2025
Q3 		$340K Buy
3,373
+879
+35% +$87.3K 0.01% 997
2025
Q2 		$239K Sell
2,494
-198
-7% -$18.6K ﹤0.01% 1101
2025
Q1 		$267K Sell
2,692
-147
-5% -$14.2K 0.01% 996
2024
Q4 		$265K Buy
2,839
+6
+0.2% +$577 0.01% 991
2024
Q3 		$266K Buy
2,833
+6
+0.2% +$541 0.01% 950
2024
Q2 		$239K Sell
2,827
-183
-6% -$15.5K 0.01% 940
2024
Q1 		$261K Buy
3,010
+155
+5% +$12.8K 0.01% 921
2023
Q4 		$235K Buy
2,855
+9
+0.3% +$704 0.01% 936
2023
Q3 		$222K Buy
2,846
+9
+0.3% +$725 0.01% 794
2023
Q2 		$226K Buy
2,837
+10
+0.4% +$800 0.01% 824
2023
Q1 		$233K Buy
2,827
+9
+0.3% +$769 0.01% 753
2022
Q4 		$243K Buy
2,818
+8
+0.3% +$677 0.02% 728
2022
Q3 		$213K Buy
2,810
+10
+0.4% +$830 0.02% 708
2022
Q2 		$230K Sell
2,800
-99
-3% -$8.63K 0.02% 643
2022
Q1 		$255K Buy
2,899
+58
+2% +$4.96K 0.02% 625
2021
Q4 		$234K Buy
+2,841
New +$226K 0.02% 654

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

Apollon Wealth Management's DHS Position: Q2 2026 in Review

Apollon Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.04% in Q2 2026, buying an estimated $111 and bringing the position to 2,275 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Apollon Wealth Management first reported a position in DHS in Q4 2021 and has held it in 19 quarters since. The position peaked at $344K in Q4 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Apollon Wealth Management held 2,275 shares of WisdomTree US High Dividend Fund worth $259K as of Q2 2026.
  • Apollon Wealth Management bought 1 WisdomTree US High Dividend Fund share in Q2 2026, an estimated $111.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1360 holding.
  • Apollon Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's WisdomTree US High Dividend Fund position peaked at $344K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.