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

Beacon Investment 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
2026
Q2 		$59.7K Hold
525
– – ﹤0.01% 408
2026
Q1 		$57.3K Buy
+525
New +$57K ﹤0.01% 415

Other funds holding DHS

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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

Beacon Investment Advisory Services's DHS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 525 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Beacon Investment Advisory Services first reported a position in DHS in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Beacon Investment Advisory Services held 525 shares of WisdomTree US High Dividend Fund worth $59.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #408 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.