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

Atria Wealth Solutions’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
2025
Q2 		$212K Buy
+2,211
New +$207K ﹤0.01% 1362
2024
Q1 		– Sell
-2,469
Closed -$203K – 1983
2023
Q4 		$203K Sell
2,469
-168
-6% -$13.1K ﹤0.01% 1770
2023
Q3 		$206K Buy
+2,637
New +$212K ﹤0.01% 1687

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Atria Wealth Solutions's DHS Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2025: 2,211 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in DHS as recently as Q4 2023.

Atria Wealth Solutions first reported a position in DHS in Q3 2023 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

  • Atria Wealth Solutions held 2,211 shares of WisdomTree US High Dividend Fund worth $212K as of Q2 2025.
  • WisdomTree US High Dividend Fund was a new Atria Wealth Solutions position in Q2 2025.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1362 holding.
  • Atria Wealth Solutions first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.