Axis Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Axis Wealth 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 Q2	$1.48M	Sell	13,052 -316	-2%	-$35.2K	0.71%	39
2026 Q1	$1.38M	Buy	13,368 +388	+3%	+$42.2K	0.74%	40
2025 Q4	$1.3M	Sell	12,980 -577	-4%	-$58.1K	0.72%	38
2025 Q3	$1.35M	Sell	13,557 -251	-2%	-$24.9K	0.79%	35
2025 Q2	$1.23M	Sell	13,808 -765	-5%	-$71.8K	0.81%	35
2025 Q1	$1.32M	Sell	14,573 -814	-5%	-$78.7K	0.98%	27
2024 Q4	$1.35M	Buy	+15,387	New	+$1.48M	1.14%	22

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

Axis Wealth Partners's DHS Position: Q2 2026 in Review

Axis Wealth Partners reduced its WisdomTree US High Dividend Fund (DHS) stake by 2.4% in Q2 2026, selling an estimated $35.2K and leaving 13,052 shares worth $1.48M. The position accounts for 0.71% of the portfolio, ranked #39.

Axis Wealth Partners first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Axis Wealth Partners held 13,052 shares of WisdomTree US High Dividend Fund worth $1.48M as of Q2 2026.
Axis Wealth Partners sold 316 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $35.2K.
WisdomTree US High Dividend Fund made up 0.71% of Axis Wealth Partners's portfolio in Q2 2026, its #39 holding.
Axis Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.