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

Clearstead 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	$132K	Hold	1,159	–	–	﹤0.01%	1208
2026 Q1	$127K	Hold	1,159	–	–	﹤0.01%	1087
2025 Q4	$118K	Hold	1,159	–	–	﹤0.01%	1080
2025 Q3	$117K	Hold	1,159	–	–	﹤0.01%	1006
2025 Q2	$111K	Hold	1,159	–	–	﹤0.01%	1037
2025 Q1	$115K	Hold	1,159	–	–	﹤0.01%	957
2024 Q4	$108K	Hold	1,159	–	–	﹤0.01%	1008
2024 Q3	$109K	Hold	1,159	–	–	﹤0.01%	1009
2024 Q2	$98K	Buy	+1,159	New	+$98.1K	﹤0.01%	1005

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

Clearstead Advisors's DHS Position: Q2 2026 in Review

Clearstead Advisors held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,159 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Clearstead Advisors first reported a position in DHS in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Clearstead Advisors held 1,159 shares of WisdomTree US High Dividend Fund worth $132K as of Q2 2026.
Clearstead Advisors left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1208 holding.
Clearstead Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.