Cetera Investment Advisers
DHS icon

Cetera Investment Advisers’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cetera Investment Advisers’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 		$48.3M Buy
424,978
+12,527
+3% +$1.4M 0.04% 421
2026
Q1 		$45M Buy
412,451
+10,290
+3% +$1.12M 0.05% 404
2025
Q4 		$40.9M Buy
402,161
+14,969
+4% +$1.51M 0.04% 409
2025
Q3 		$39M Buy
387,192
+11,652
+3% +$1.16M 0.05% 402
2025
Q2 		$36M Buy
375,540
+2,224
+0.6% +$209K 0.06% 322
2025
Q1 		$37M Buy
373,316
+22,389
+6% +$2.16M 0.07% 286
2024
Q4 		$32.8M Buy
350,927
+483
+0.1% +$46.4K 0.07% 287
2024
Q3 		$32.9M Sell
350,444
-10,643
-3% -$959K 0.07% 279
2024
Q2 		$30.5M Sell
361,087
-1,850
-0.5% -$157K 0.07% 279
2024
Q1 		$31.5M Buy
362,937
+356,357
+5,416% +$29.3M 0.07% 268
2023
Q4 		$541K Sell
6,580
-857
-12% -$67K ﹤0.01% 1450
2023
Q3 		$581K Sell
7,437
-822
-10% -$66.2K 0.01% 1348
2023
Q2 		$657K Sell
8,259
-7,488
-48% -$599K 0.01% 1294
2023
Q1 		$1.3M Sell
15,747
-44,005
-74% -$3.76M 0.01% 921
2022
Q4 		$5.14M Sell
59,752
-2,516
-4% -$213K 0.05% 379
2022
Q3 		$4.72M Buy
62,268
+13,825
+29% +$1.15M 0.09% 226
2022
Q2 		$3.99M Buy
48,443
+41,651
+613% +$3.63M 0.06% 312
2022
Q1 		$598K Buy
6,792
+72
+1% +$6.15K 0.01% 1056
2021
Q4 		$555K Sell
6,720
-203
-3% -$16.1K 0.01% 1121
2021
Q3 		$533K Buy
6,923
+2,584
+60% +$205K 0.01% 1106
2021
Q2 		$339K Sell
4,339
-1,329
-23% -$105K 0.01% 1341
2021
Q1 		$432K Sell
5,668
-302
-5% -$21.8K 0.01% 1061
2020
Q4 		$414K Buy
+5,970
New +$398K 0.01% 1057

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
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

Cetera Investment Advisers's DHS Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree US High Dividend Fund (DHS) stake by 3% in Q2 2026, buying an estimated $1.4M and bringing the position to 424,978 shares worth $48.3M. The position accounts for 0.04% of the portfolio, ranked #421.

Cetera Investment Advisers first reported a position in DHS in Q4 2020 and has held it in 23 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Cetera Investment Advisers held 424,978 shares of WisdomTree US High Dividend Fund worth $48.3M as of Q2 2026.
  • Cetera Investment Advisers bought 12,527 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.4M.
  • WisdomTree US High Dividend Fund made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #421 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.