Cerity Partners
DHS icon

Cerity Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cerity Partners’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 		$795K Buy
6,995
+15
+0.2% +$1.67K ﹤0.01% 2133
2026
Q1 		$762K Buy
6,980
+3,980
+133% +$432K ﹤0.01% 2021
2025
Q4 		$305K Hold
3,000
– – ﹤0.01% 2402
2025
Q3 		$302K Hold
3,000
– – ﹤0.01% 2278
2025
Q2 		$288K Buy
+3,000
New +$281K ﹤0.01% 2170

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's DHS Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree US High Dividend Fund (DHS) stake by 0.21% in Q2 2026, buying an estimated $1.67K and bringing the position to 6,995 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Cerity Partners first reported a position in DHS in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Cerity Partners held 6,995 shares of WisdomTree US High Dividend Fund worth $795K as of Q2 2026.
  • Cerity Partners bought 15 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.67K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2133 holding.
  • Cerity Partners first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.