Atria Investments’s WisdomTree US High Dividend Fund DHS Stock Holding History

Atria Investments’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	$344K	Buy	3,023 +18	+0.6%	+$2K	﹤0.01%	1758
2026 Q1	$328K	Sell	3,005 -416	-12%	-$45.2K	﹤0.01%	1698
2025 Q4	$348K	Sell	3,421 -947	-22%	-$95.4K	﹤0.01%	1658
2025 Q3	$440K	Buy	4,368 +121	+3%	+$12K	0.01%	1492
2025 Q2	$408K	Sell	4,247 -49	-1%	-$4.6K	﹤0.01%	1533
2025 Q1	$426K	Sell	4,296 -3,777	-47%	-$365K	0.01%	1440
2024 Q4	$754K	Buy	8,073 +4,647	+136%	+$447K	0.01%	1130
2024 Q3	$321K	Buy	3,426 +166	+5%	+$15K	﹤0.01%	1586
2024 Q2	$276K	Buy	+3,260	New	+$276K	﹤0.01%	1639

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

Atria Investments's DHS Position: Q2 2026 in Review

Atria Investments increased its WisdomTree US High Dividend Fund (DHS) stake by 0.6% in Q2 2026, buying an estimated $2K and bringing the position to 3,023 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Atria Investments first reported a position in DHS in Q2 2024 and has held it in 9 quarters since. The position peaked at $754K in Q4 2024. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Atria Investments held 3,023 shares of WisdomTree US High Dividend Fund worth $344K as of Q2 2026.
Atria Investments bought 18 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $2K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1758 holding.
Atria Investments first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Atria Investments's WisdomTree US High Dividend Fund position peaked at $754K in Q4 2024.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.