Barnes Wealth Management Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Barnes Wealth Management Group’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	$1.76M	Sell	15,487 -168	-1%	-$18.7K	0.81%	30
2026 Q1	$1.71M	Sell	15,655 -516	-3%	-$56.1K	0.87%	31
2025 Q4	$1.65M	Sell	16,171 -472	-3%	-$47.6K	0.88%	31
2025 Q3	$1.68M	Buy	16,643 +814	+5%	+$80.8K	0.92%	31
2025 Q2	$1.52M	Buy	15,829 +1,084	+7%	+$102K	0.9%	33
2025 Q1	$1.46M	Buy	14,745 +687	+5%	+$66.4K	0.94%	29
2024 Q4	$1.31M	Buy	+14,058	New	+$1.35M	0.88%	33

Other funds holding DHS

MLA

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Barnes Wealth Management Group's DHS Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its WisdomTree US High Dividend Fund (DHS) stake by 1.1% in Q2 2026, selling an estimated $18.7K and leaving 15,487 shares worth $1.76M. The position accounts for 0.81% of the portfolio, ranked #30.

Barnes Wealth Management Group first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Barnes Wealth Management Group held 15,487 shares of WisdomTree US High Dividend Fund worth $1.76M as of Q2 2026.
Barnes Wealth Management Group sold 168 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $18.7K.
WisdomTree US High Dividend Fund made up 0.81% of Barnes Wealth Management Group's portfolio in Q2 2026, its #30 holding.
Barnes Wealth Management Group first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.