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

Clearwater Capital 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 		$673K Sell
5,919
-398
-6% -$44.3K 0.05% 108
2026
Q1 		$690K Buy
6,317
+235
+4% +$25.5K 0.06% 99
2025
Q4 		$619K Hold
6,082
– – 0.05% 103
2025
Q3 		$613K Sell
6,082
-2
-0% -$199 0.05% 102
2025
Q2 		$584K Sell
6,084
-312
-5% -$29.3K 0.05% 98
2025
Q1 		$634K Sell
6,396
-36
-0.6% -$3.48K 0.06% 96
2024
Q4 		$600K Sell
6,432
-1
-0% -$96 0.06% 96
2024
Q3 		$603K Hold
6,433
– – 0.06% 97
2024
Q2 		$544K Sell
6,433
-293
-4% -$24.8K 0.06% 95
2024
Q1 		$583K Sell
6,726
-721
-10% -$59.4K 0.06% 87
2023
Q4 		$612K Sell
7,447
-914
-11% -$71.5K 0.07% 83
2023
Q3 		$653K Sell
8,361
-311
-4% -$25.1K 0.08% 70
2023
Q2 		$690K Sell
8,672
-132
-1% -$10.6K 0.08% 73
2023
Q1 		$724K Sell
8,804
-1,723
-16% -$147K 0.09% 72
2022
Q4 		$906K Sell
10,527
-280,398
-96% -$23.7M 0.12% 73
2022
Q3 		$22.1M Buy
290,925
+10,909
+4% +$905K 3.05% 7
2022
Q2 		$23M Sell
280,016
-42,596
-13% -$3.72M 3.15% 10
2022
Q1 		$28.4M Sell
322,612
-7,141
-2% -$610K 3.26% 9
2021
Q4 		$27.2M Buy
329,753
+5,519
+2% +$439K 3% 11
2021
Q3 		$25M Buy
324,234
+11,857
+4% +$939K 2.89% 11
2021
Q2 		$24.4M Buy
312,377
+293,918
+1,592% +$23.2M 2.84% 11
2021
Q1 		$1.41M Sell
18,459
-6,748
-27% -$487K 0.18% 63
2020
Q4 		$1.75M Sell
25,207
-1,823
-7% -$122K 0.23% 53
2020
Q3 		$1.69M Sell
27,030
-143
-0.5% -$9.1K 0.27% 50
2020
Q2 		$1.69M Sell
27,173
-4,588
-14% -$282K 0.28% 51
2020
Q1 		$1.8M Sell
31,761
-15,638
-33% -$1.09M 0.39% 42
2019
Q4 		$3.64M Sell
47,399
-2,567
-5% -$193K 0.61% 36
2019
Q3 		$3.72M Sell
49,966
-1,488
-3% -$108K 0.66% 39
2019
Q2 		$3.74M Sell
51,454
-4,855
-9% -$351K 0.68% 40
2019
Q1 		$4.08M Sell
56,309
-615
-1% -$43.3K 0.77% 35
2018
Q4 		$3.71M Sell
56,924
-320
-0.6% -$22.3K 0.81% 31
2018
Q3 		$4.13M Sell
57,244
-512
-0.9% -$36.8K 0.81% 36
2018
Q2 		$4.04M Sell
57,756
-265
-0.5% -$18.3K 0.83% 38
2018
Q1 		$3.95M Sell
58,021
-569
-1% -$40.4K 0.82% 36
2017
Q4 		$4.27M Buy
58,590
+33
+0.1% +$2.36K 0.94% 29
2017
Q3 		$4.13M Sell
58,557
-685
-1% -$47.1K 0.96% 26
2017
Q2 		$4.01M Sell
59,242
-483
-0.8% -$33.1K 1.02% 26
2017
Q1 		$4.08M Sell
59,725
-6,448
-10% -$439K 1.12% 24
2016
Q4 		$4.48M Sell
66,173
-263
-0.4% -$17.3K 1.55% 15
2016
Q3 		$4.34M Sell
66,436
-10,520
-14% -$705K 1.52% 17
2016
Q2 		$5.15M Buy
+76,956
New +$4.93M 1.9% 12

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

Clearwater Capital Advisors's DHS Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 6.3% in Q2 2026, selling an estimated $44.3K and leaving 5,919 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #108.

Clearwater Capital Advisors first reported a position in DHS in Q2 2016 and has held it in 41 quarters since. The position peaked at $28.4M in Q1 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Clearwater Capital Advisors held 5,919 shares of WisdomTree US High Dividend Fund worth $673K as of Q2 2026.
  • Clearwater Capital Advisors sold 398 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $44.3K.
  • WisdomTree US High Dividend Fund made up 0.05% of Clearwater Capital Advisors's portfolio in Q2 2026, its #108 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2016 and has held it in 41 quarters since.
  • Clearwater Capital Advisors's WisdomTree US High Dividend Fund position peaked at $28.4M in Q1 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

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