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B. Riley Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

B. Riley Wealth Advisors’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 		$214K Buy
1,870
+4
+0.2% +$446 0.01% 752
2026
Q1 		$202K Sell
1,866
-797
-30% -$86.6K 0.01% 721
2025
Q4 		$271K Sell
2,663
-95
-3% -$9.57K 0.01% 741
2025
Q3 		$278K Sell
2,758
-863
-24% -$85.7K 0.01% 753
2025
Q2 		$348K Buy
+3,621
New +$340K 0.02% 652
2024
Q4 		$377K Sell
4,036
-139
-3% -$13.4K 0.01% 783
2024
Q3 		$391K Sell
4,175
-385
-8% -$34.7K 0.01% 842
2024
Q2 		$386K Sell
4,560
-2,157
-32% -$183K 0.01% 923
2024
Q1 		$524K Buy
6,717
+1,000
+17% +$82.3K 0.01% 767
2023
Q4 		$470K Sell
5,717
-1,000
-15% -$78.2K 0.01% 843
2023
Q3 		$524K Buy
6,717
+53
+0.8% +$4.27K 0.01% 767
2023
Q2 		$530K Buy
6,664
+863
+15% +$69.1K 0.01% 821
2023
Q1 		$477K Sell
5,801
-1,005
-15% -$85.8K 0.01% 826
2022
Q4 		$586K Sell
6,806
-101
-1% -$8.55K 0.02% 726
2022
Q3 		$524K Sell
6,907
-3,763
-35% -$312K 0.02% 740
2022
Q2 		$878K Buy
10,670
+8
+0.1% +$698 0.04% 462
2022
Q1 		$940K Sell
10,662
-282
-3% -$24.1K 0.03% 517
2021
Q4 		$904K Sell
10,944
-229
-2% -$18.2K 0.03% 566
2021
Q3 		$861K Buy
11,173
+4,662
+72% +$369K 0.03% 570
2021
Q2 		$510K Sell
6,511
-194
-3% -$15.3K 0.02% 763
2021
Q1 		$512K Buy
6,705
+223
+3% +$16.1K 0.02% 722
2020
Q4 		$450K Sell
6,482
-85
-1% -$5.67K 0.02% 574
2020
Q3 		$411K Buy
6,567
+5
+0.1% +$318 0.02% 605
2020
Q2 		$409K Buy
6,562
+5
+0.1% +$307 0.03% 522
2020
Q1 		$372K Buy
6,557
+2
+0% +$140 0.03% 479
2019
Q4 		$504K Buy
6,555
+6
+0.1% +$452 0.04% 435
2019
Q3 		$488K Buy
6,549
+5
+0.1% +$364 0.05% 416
2019
Q2 		$477K Buy
6,544
+4
+0.1% +$289 0.05% 397
2019
Q1 		$474K Sell
6,540
-2,504
-28% -$176K 0.06% 358
2018
Q4 		$589K Sell
9,044
-132
-1% -$9.19K 0.08% 261
2018
Q3 		$663K Sell
9,176
-525
-5% -$37.7K 0.08% 277
2018
Q2 		$679K Buy
9,701
+1,611
+20% +$111K 0.09% 247
2018
Q1 		$552K Sell
8,090
-693
-8% -$49.2K 0.08% 283
2017
Q4 		$640K Sell
8,783
-343
-4% -$24.5K 0.09% 256
2017
Q3 		$638K Buy
9,126
+7
+0.1% +$482 0.11% 211
2017
Q2 		$624K Sell
9,119
-1,194
-12% -$81.7K 0.11% 213
2017
Q1 		$707K Sell
10,313
-592
-5% -$40.3K 0.14% 181
2016
Q4 		$734K Sell
10,905
-3,846
-26% -$252K 0.15% 163
2016
Q3 		$981K Buy
14,751
+1,077
+8% +$72.2K 0.19% 137
2016
Q2 		$913K Buy
13,674
+2,812
+26% +$180K 0.18% 148
2016
Q1 		$687K Sell
10,862
-2,093
-16% -$124K 0.16% 160
2015
Q4 		$766K Buy
12,955
+541
+4% +$32K 0.16% 172
2015
Q3 		$690K Buy
12,414
+513
+4% +$29.8K 0.17% 168
2015
Q2 		$708K Sell
11,901
-1,894
-14% -$116K 0.18% 157
2015
Q1 		$837K Sell
13,795
-8,081
-37% -$496K 0.2% 130
2014
Q4 		$6.27M Buy
21,876
+7,897
+56% +$478K 0.13% 188
2014
Q3 		$829K Sell
13,979
-12,265
-47% -$729K 0.22% 122
2014
Q2 		$730K Buy
26,244
+12,279
+88% +$710K 0.17% 133
2014
Q1 		$790K Buy
13,965
+10,465
+299% +$572K 0.24% 103
2013
Q4 		$193K Buy
+3,500
New +$189K 0.06% 357

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B. Riley Wealth Advisors's DHS Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.21% in Q2 2026, buying an estimated $446 and bringing the position to 1,870 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #752.

B. Riley Wealth Advisors first reported a position in DHS in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.27M in Q4 2014. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • B. Riley Wealth Advisors held 1,870 shares of WisdomTree US High Dividend Fund worth $214K as of Q2 2026.
  • B. Riley Wealth Advisors bought 4 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $446.
  • WisdomTree US High Dividend Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #752 holding.
  • B. Riley Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $6.27M in Q4 2014.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.