Beacon Pointe Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Beacon Pointe 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	$893K	Buy	7,859 +5,573	+244%	+$621K	﹤0.01%	1082
2026 Q1	$250K	Buy	+2,286	New	+$248K	﹤0.01%	1634
2025 Q4	–	Sell	-8,895	Closed	-$896K	–	1520
2025 Q3	$896K	Buy	8,895 +4,050	+84%	+$402K	0.01%	797
2025 Q2	$465K	Hold	4,845	–	–	﹤0.01%	902
2025 Q1	$480K	Buy	4,845 +395	+9%	+$38.2K	0.01%	858
2024 Q4	$415K	Hold	4,450	–	–	﹤0.01%	891
2024 Q3	$417K	Hold	4,450	–	–	﹤0.01%	912
2024 Q2	$376K	Hold	4,450	–	–	﹤0.01%	975
2024 Q1	$386K	Sell	4,450 -92	-2%	-$7.57K	﹤0.01%	1010
2023 Q4	$373K	Buy	4,542 +44	+1%	+$3.44K	﹤0.01%	997
2023 Q3	$351K	Buy	+4,498	New	+$362K	﹤0.01%	998

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

Beacon Pointe Advisors's DHS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 244% in Q2 2026, buying an estimated $621K and bringing the position to 7,859 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Beacon Pointe Advisors first reported a position in DHS in Q3 2023 and has held it in 11 quarters since. The position peaked at $896K in Q3 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Beacon Pointe Advisors held 7,859 shares of WisdomTree US High Dividend Fund worth $893K as of Q2 2026.
Beacon Pointe Advisors bought 5,573 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $621K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1082 holding.
Beacon Pointe Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and has held it in 11 quarters since.
Beacon Pointe Advisors's WisdomTree US High Dividend Fund position peaked at $896K in Q3 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.