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Avantax Planning Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Avantax Planning Partners’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 		$2.26M Sell
20,710
-1,870
-8% -$203K 0.06% 128
2025
Q4 		$2.3M Sell
22,580
-235
-1% -$23.7K 0.06% 126
2025
Q3 		$2.3M Sell
22,815
-644
-3% -$63.9K 0.07% 124
2025
Q2 		$2.25M Sell
23,459
-521
-2% -$48.9K 0.07% 125
2025
Q1 		$2.38M Sell
23,980
-261
-1% -$25.2K 0.08% 121
2024
Q4 		$2.26M Sell
24,241
-1,734
-7% -$167K 0.08% 119
2024
Q3 		$2.44M Sell
25,975
-147
-0.6% -$13.2K 0.09% 119
2024
Q2 		$2.21M Sell
26,122
-3,932
-13% -$333K 0.07% 136
2024
Q1 		$2.6M Sell
30,054
-2,120
-7% -$175K 0.08% 131
2023
Q4 		$2.64M Sell
32,174
-3,989
-11% -$312K 0.1% 98
2023
Q3 		$2.82M Sell
36,163
-3,116
-8% -$251K 0.12% 87
2023
Q2 		$3.13M Sell
39,279
-245
-0.6% -$19.6K 0.12% 84
2023
Q1 		$3.25M Buy
39,524
+192
+0.5% +$16.4K 0.13% 80
2022
Q4 		$3.38M Sell
39,332
-704
-2% -$59.6K 0.13% 76
2022
Q3 		$3.04M Sell
40,036
-909
-2% -$75.4K 0.14% 78
2022
Q2 		$3.37M Sell
40,945
-932
-2% -$81.3K 0.14% 75
2022
Q1 		$3.69M Sell
41,877
-9,258
-18% -$791K 0.15% 73
2021
Q4 		$4.22M Sell
51,135
-766
-1% -$60.9K 0.17% 54
2021
Q3 		$4M Sell
51,901
-12,958
-20% -$1.03M 0.18% 46
2021
Q2 		$5.07M Sell
64,859
-481
-0.7% -$38K 0.24% 33
2021
Q1 		$4.99M Sell
65,340
-2,525
-4% -$182K 0.26% 31
2020
Q4 		$4.71M Sell
67,865
-14,477
-18% -$966K 0.24% 34
2020
Q3 		$5.15M Sell
82,342
-4,434
-5% -$282K 0.27% 32
2020
Q2 		$5.41M Buy
86,776
+666
+0.8% +$40.9K 0.31% 26
2020
Q1 		$4.87M Sell
86,110
-10,137
-11% -$710K 0.34% 20
2019
Q4 		$7.39M Sell
96,247
-25,732
-21% -$1.94M 0.44% 13
2019
Q3 		$9.08M Sell
121,979
-354
-0.3% -$25.8K 0.56% 12
2019
Q2 		$9.01M Buy
122,333
+3,000
+3% +$217K 0.58% 12
2019
Q1 		$8.65M Buy
119,333
+7,819
+7% +$550K 0.6% 13
2018
Q4 		$7.26M Sell
111,514
-2,221
-2% -$155K 0.55% 17
2018
Q3 		$8.21M Buy
113,735
+157
+0.1% +$11.3K 0.66% 11
2018
Q2 		$7.95M Sell
113,578
-10,519
-8% -$727K 0.71% 10
2018
Q1 		$8.45M Sell
124,097
-6,030
-5% -$428K 0.73% 10
2017
Q4 		$9.48M Sell
130,127
-55,213
-30% -$3.94M 0.87% 10
2017
Q3 		$13M Sell
185,340
-5,218
-3% -$359K 1.02% 11
2017
Q2 		$13M Sell
190,558
-14,236
-7% -$974K 1.1% 11
2017
Q1 		$14M Sell
204,794
-16,316
-7% -$1.11M 1.25% 10
2016
Q4 		$14.9M Buy
+221,110
New +$14.5M 1.59% 6

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
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 $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Avantax Planning Partners's DHS Position: Q1 2026 in Review

Avantax Planning Partners reduced its WisdomTree US High Dividend Fund (DHS) stake by 8.3% in Q1 2026, selling an estimated $203K and leaving 20,710 shares worth $2.26M. The position accounts for 0.06% of the portfolio, ranked #128.

Avantax Planning Partners first reported a position in DHS in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.9M in Q4 2016. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Avantax Planning Partners held 20,710 shares of WisdomTree US High Dividend Fund worth $2.26M as of Q1 2026.
  • Avantax Planning Partners sold 1,870 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $203K.
  • WisdomTree US High Dividend Fund made up 0.06% of Avantax Planning Partners's portfolio in Q1 2026, its #128 holding.
  • Avantax Planning Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's WisdomTree US High Dividend Fund position peaked at $14.9M in Q4 2016.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.