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Arax Advisory Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Arax Advisory Partners’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 		$776K Buy
6,828
+5,824
+580% +$649K 0.01% 1349
2026
Q1 		$110K Hold
1,004
– – ﹤0.01% 1336
2025
Q4 		$102K Hold
1,004
– – ﹤0.01% 1333
2025
Q3 		$101K Buy
1,004
+804
+402% +$79.8K ﹤0.01% 1539
2025
Q2 		$19.2K Buy
+200
New +$18.8K ﹤0.01% 1683

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

Arax Advisory Partners's DHS Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree US High Dividend Fund (DHS) stake by 580% in Q2 2026, buying an estimated $649K and bringing the position to 6,828 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #1349.

Arax Advisory Partners first reported a position in DHS in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Arax Advisory Partners held 6,828 shares of WisdomTree US High Dividend Fund worth $776K as of Q2 2026.
  • Arax Advisory Partners bought 5,824 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $649K.
  • WisdomTree US High Dividend Fund made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1349 holding.
  • Arax Advisory Partners first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.