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Brinker Capital Investments’s WisdomTree US High Dividend Fund DHS Stock Holding History

Brinker Capital Investments’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 		$2.33M Sell
20,519
-994
-5% -$111K 0.02% 717
2026
Q1 		$2.35M Sell
21,513
-3,910
-15% -$425K 0.02% 685
2025
Q4 		$2.59M Buy
25,423
+369
+1% +$37.2K 0.02% 716
2025
Q3 		$2.52M Buy
25,054
+1,043
+4% +$104K 0.02% 707
2025
Q2 		$2.3M Buy
24,011
+5,165
+27% +$485K 0.02% 710
2025
Q1 		$1.87M Sell
18,846
-14,551
-44% -$1.41M 0.02% 742
2024
Q4 		$3.12M Buy
33,397
+1,838
+6% +$177K 0.03% 492
2024
Q3 		$2.96M Buy
31,559
+2,996
+10% +$270K 0.03% 513
2024
Q2 		$2.42M Buy
28,563
+1,757
+7% +$149K 0.03% 562
2024
Q1 		$2.32M Sell
26,806
-498
-2% -$41K 0.02% 594
2023
Q4 		$2.27M Buy
27,304
+2,291
+9% +$179K 0.03% 567
2023
Q3 		$1.95M Buy
25,013
+20,424
+445% +$1.65M 0.02% 618
2023
Q2 		$365K Buy
4,589
+1,076
+31% +$86.1K ﹤0.01% 1332
2023
Q1 		$289K Buy
+3,513
New +$300K ﹤0.01% 1359

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

Brinker Capital Investments's DHS Position: Q2 2026 in Review

Brinker Capital Investments reduced its WisdomTree US High Dividend Fund (DHS) stake by 4.6% in Q2 2026, selling an estimated $111K and leaving 20,519 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #717.

Brinker Capital Investments first reported a position in DHS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.12M in Q4 2024. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Brinker Capital Investments held 20,519 shares of WisdomTree US High Dividend Fund worth $2.33M as of Q2 2026.
  • Brinker Capital Investments sold 994 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $111K.
  • WisdomTree US High Dividend Fund made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #717 holding.
  • Brinker Capital Investments first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • Brinker Capital Investments's WisdomTree US High Dividend Fund position peaked at $3.12M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.