AssuredPartners Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

AssuredPartners Investment 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	$1.16M	Buy	10,242 +46	+0.5%	+$5.12K	0.11%	185
2026 Q1	$1.11M	Sell	10,196 -547	-5%	-$59.4K	0.12%	183
2025 Q4	$1.09M	Buy	+10,743	New	+$1.08M	0.16%	139
2025 Q2	–	Sell	-11,593	Closed	-$1.15M	–	267
2025 Q1	$1.15M	Sell	11,593 -842	-7%	-$81.4K	0.22%	113
2024 Q4	$1.16M	Buy	+12,435	New	+$1.2M	0.23%	108

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 22.9% 1-Year Est. Return

AssuredPartners Investment Advisors's DHS Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.45% in Q2 2026, buying an estimated $5.12K and bringing the position to 10,242 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #185.

AssuredPartners Investment Advisors first reported a position in DHS in Q4 2024 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

AssuredPartners Investment Advisors held 10,242 shares of WisdomTree US High Dividend Fund worth $1.16M as of Q2 2026.
AssuredPartners Investment Advisors bought 46 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $5.12K.
WisdomTree US High Dividend Fund made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #185 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

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