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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AssuredPartners Investment Advisors's DHS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 5.1% in Q1 2026, selling an estimated $59.4K and leaving 10,196 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #183.

AssuredPartners Investment Advisors first reported a position in DHS in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2024. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

AssuredPartners Investment Advisors held 10,196 shares of WisdomTree US High Dividend Fund worth $1.11M as of Q1 2026.
AssuredPartners Investment Advisors sold 547 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $59.4K.
WisdomTree US High Dividend Fund made up 0.12% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #183 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 4 quarters since.
AssuredPartners Investment Advisors's WisdomTree US High Dividend Fund position peaked at $1.16M in Q4 2024.
248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.