Arkadios Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Arkadios Wealth 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	$202K	Buy	+1,778	New	+$198K	﹤0.01%	1635
2022 Q3	–	Sell	-2,469	Closed	-$203K	–	532
2022 Q2	$203K	Sell	2,469 -91	-4%	-$7.94K	0.03%	507
2022 Q1	$226K	Sell	2,560 -1,524	-37%	-$130K	0.03%	500
2021 Q4	$337K	Sell	4,084 -1,311	-24%	-$104K	0.04%	416
2021 Q3	$415K	Sell	5,395 -633	-11%	-$50.1K	0.06%	332
2021 Q2	$471K	Sell	6,028 -637	-10%	-$50.3K	0.06%	343
2021 Q1	$508K	Buy	6,665 +1,370	+26%	+$98.8K	0.08%	245
2020 Q4	$367K	Buy	+5,295	New	+$353K	0.08%	231
2020 Q2	–	Sell	-458	Closed	-$25.9K	–	989
2020 Q1	$25.9K	Sell	458 -152	-25%	-$10.6K	0.02%	435
2019 Q4	$47.2K	Buy	+610	New	+$46K	0.03%	317

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

Arkadios Wealth Advisors's DHS Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 1,778 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in DHS as recently as Q2 2022.

Arkadios Wealth Advisors first reported a position in DHS in Q4 2019 and has held it in 10 quarters since. The position peaked at $508K in Q1 2021. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Arkadios Wealth Advisors held 1,778 shares of WisdomTree US High Dividend Fund worth $202K as of Q2 2026.
WisdomTree US High Dividend Fund was a new Arkadios Wealth Advisors position in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1635 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 10 quarters since.
Arkadios Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $508K in Q1 2021.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.