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Cardiff Park Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cardiff Park 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 		$269K Buy
2,362
+10
+0.4% +$1.11K 0.02% 231
2026
Q1 		$257K Buy
2,352
+7
+0.3% +$761 0.02% 250
2025
Q4 		$239K Buy
2,345
+11
+0.5% +$1.11K 0.02% 242
2025
Q3 		$235K Buy
2,334
+9
+0.4% +$893 0.02% 267
2025
Q2 		$223K Buy
2,325
+11
+0.5% +$1.03K 0.02% 250
2025
Q1 		$229K Buy
2,314
+7
+0.3% +$677 0.02% 242
2024
Q4 		$215K Buy
2,307
+10
+0.4% +$962 0.02% 245
2024
Q3 		$215K Buy
2,297
+9
+0.4% +$811 0.02% 245
2024
Q2 		$194K Buy
2,288
+12
+0.5% +$1.02K 0.02% 245
2024
Q1 		$197K Buy
2,276
+8
+0.4% +$659 0.02% 261
2023
Q4 		$186K Buy
2,268
+12
+0.5% +$938 0.02% 237
2023
Q3 		$176K Buy
2,256
+11
+0.5% +$886 0.02% 222
2023
Q2 		$179K Buy
2,245
+10
+0.4% +$800 0.02% 234
2023
Q1 		$184K Buy
+2,235
New +$191K 0.02% 227
2022
Q2 		– Sell
-830
Closed -$73K – 326
2022
Q1 		$73K Buy
+830
New +$70.9K 0.01% 274

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

Cardiff Park Advisors's DHS Position: Q2 2026 in Review

Cardiff Park Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.43% in Q2 2026, buying an estimated $1.11K and bringing the position to 2,362 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #231.

Cardiff Park Advisors first reported a position in DHS in Q1 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Cardiff Park Advisors held 2,362 shares of WisdomTree US High Dividend Fund worth $269K as of Q2 2026.
  • Cardiff Park Advisors bought 10 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.11K.
  • WisdomTree US High Dividend Fund made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #231 holding.
  • Cardiff Park Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and has held it in 15 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.