Avantax Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Avantax Advisory Services’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	$395K	Buy	4,111 +242	+6%	+$22.7K	﹤0.01%	1727
2025 Q1	$384K	Buy	3,869 +99	+3%	+$9.57K	﹤0.01%	1678
2024 Q4	$352K	Sell	3,770 -18	-0.5%	-$1.73K	﹤0.01%	1677
2024 Q3	$355K	Buy	3,788 +79	+2%	+$7.12K	﹤0.01%	1638
2024 Q2	$314K	Buy	3,709 +1,386	+60%	+$117K	﹤0.01%	1664
2024 Q1	$201K	Buy	+2,323	New	+$191K	﹤0.01%	1540
2020 Q4	–	Sell	-19,748	Closed	-$1.24M	–	1029
2020 Q3	$1.24M	Buy	+19,748	New	+$1.26M	0.02%	481

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

MLA

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

Avantax Advisory Services's DHS Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree US High Dividend Fund (DHS) stake by 6.3% in Q2 2025, buying an estimated $22.7K and bringing the position to 4,111 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Avantax Advisory Services first reported a position in DHS in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2020. 231 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

Avantax Advisory Services held 4,111 shares of WisdomTree US High Dividend Fund worth $395K as of Q2 2025.
Avantax Advisory Services bought 242 WisdomTree US High Dividend Fund shares in Q2 2025, an estimated $22.7K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1727 holding.
Avantax Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q3 2020 and has held it in 7 quarters since.
Avantax Advisory Services's WisdomTree US High Dividend Fund position peaked at $1.24M in Q3 2020.
231 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.