ArchPoint Investors’s WisdomTree US High Dividend Fund DHS Stock Holding History

ArchPoint Investors’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	–	Sell	-10,400	Closed	-$1.14M	–	82
2026 Q1	$1.14M	Hold	10,400	–	–	0.27%	53
2025 Q4	$1.06M	Hold	10,400	–	–	0.25%	52
2025 Q3	$1.05M	Sell	10,400 -11,425	-52%	-$1.13M	0.29%	49
2025 Q2	$2.09M	Sell	21,825 -1,350	-6%	-$127K	0.62%	37
2025 Q1	$2.3M	Buy	23,175 +11,000	+90%	+$1.06M	0.76%	32
2024 Q4	$1.14M	Hold	12,175	–	–	0.37%	43
2024 Q3	$1.14M	Sell	12,175 -1,600	-12%	-$144K	0.38%	47
2024 Q2	$1.17M	Buy	+13,775	New	+$1.17M	0.44%	49

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ArchPoint Investors's DHS Position: Q2 2026 in Review

ArchPoint Investors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 10,400 shares — an estimated $1.14M sold.

ArchPoint Investors first reported a position in DHS in Q2 2024 and held it in 8 quarters. The position peaked at $2.3M in Q1 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

ArchPoint Investors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
ArchPoint Investors sold 10,400 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.14M.
ArchPoint Investors first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and held it in 8 quarters.
ArchPoint Investors's WisdomTree US High Dividend Fund position peaked at $2.3M in Q1 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on ArchPoint Investors's 13F filing for Q2 2026, filed 13 Aug 2026.