ACA
DHS icon

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

Aptus Capital Advisors’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 		$154K Buy
1,356
+1
+0.1% +$111 ﹤0.01% 1172
2026
Q1 		$148K Buy
1,355
+1
+0.1% +$109 ﹤0.01% 1064
2025
Q4 		$138K Buy
1,354
+1
+0.1% +$101 ﹤0.01% 1100
2025
Q3 		$136K Buy
1,353
+143
+12% +$14.2K ﹤0.01% 1052
2025
Q2 		$116K Sell
1,210
-140
-10% -$13.1K ﹤0.01% 1051
2025
Q1 		$134K Buy
+1,350
New +$130K ﹤0.01% 964
2024
Q2 		– Sell
-126
Closed -$10.9K – 1183
2024
Q1 		$10.9K Buy
126
+1
+0.8% +$82 ﹤0.01% 1023
2023
Q4 		$10.3K Buy
+125
New +$9.78K ﹤0.01% 792
2023
Q2 		– Sell
-121
Closed -$9.93K – 810
2023
Q1 		$9.93K Buy
121
+2
+2% +$171 ﹤0.01% 681
2022
Q4 		$10.2K Buy
119
+1
+0.8% +$85 ﹤0.01% 698
2022
Q3 		$9K Buy
118
+1
+0.9% +$83 ﹤0.01% 668
2022
Q2 		$10K Buy
117
+1
+0.9% +$87 ﹤0.01% 569
2022
Q1 		$10K Buy
+116
New +$9.91K ﹤0.01% 604

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

Aptus Capital Advisors's DHS Position: Q2 2026 in Review

Aptus Capital Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.07% in Q2 2026, buying an estimated $111 and bringing the position to 1,356 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Aptus Capital Advisors first reported a position in DHS in Q1 2022 and has held it in 13 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Aptus Capital Advisors held 1,356 shares of WisdomTree US High Dividend Fund worth $154K as of Q2 2026.
  • Aptus Capital Advisors bought 1 WisdomTree US High Dividend Fund share in Q2 2026, an estimated $111.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1172 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and has held it in 13 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.