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

CBIZ 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	$18.2K	Hold	167	–	–	﹤0.01%	129
2026 Q1	$18.2K	Hold	167	–	–	﹤0.01%	129
2025 Q4	$17K	Hold	167	–	–	﹤0.01%	288
2025 Q3	$16.8K	Hold	167	–	–	﹤0.01%	268
2025 Q2	$16K	Hold	167	–	–	﹤0.01%	289
2025 Q1	$16.6K	Hold	167	–	–	﹤0.01%	257
2024 Q4	$15.6K	Hold	167	–	–	﹤0.01%	244
2024 Q3	$15.7K	Hold	167	–	–	﹤0.01%	228
2024 Q2	$14.1K	Hold	167	–	–	﹤0.01%	216
2024 Q1	$14.5K	Buy	+167	New	+$13.7K	﹤0.01%	226
2021 Q3	–	Hold	0	–	–	–	79
2021 Q2	–	Hold	0	–	–	–	82
2021 Q1	–	Hold	0	–	–	–	73
2020 Q4	–	Hold	0	–	–	–	85
2020 Q3	–	Hold	0	–	–	–	88
2020 Q2	–	Hold	0	–	–	–	96
2020 Q1	–	Hold	0	–	–	–	145
2019 Q4	–	Hold	0	–	–	–	119

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

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

CBIZ Investment Advisory Services held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 167 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

CBIZ Investment Advisory Services first reported a position in DHS in Q1 2024 and has held it in 10 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

CBIZ Investment Advisory Services held 167 shares of WisdomTree US High Dividend Fund worth $18.2K as of Q2 2026.
CBIZ 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #129 holding.
CBIZ Investment Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.