Comprehensive Financial Consultants Institutional’s WisdomTree US High Dividend Fund DHS Stock Holding History

Comprehensive Financial Consultants Institutional’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	$394K	Sell	3,465 -18	-0.5%	-$2K	0.1%	152
2026 Q1	$380K	Hold	3,483	–	–	0.11%	150
2025 Q4	$355K	Buy	3,483 +490	+16%	+$49.4K	0.11%	142
2025 Q3	$302K	Hold	2,993	–	–	0.09%	153
2025 Q2	$287K	Buy	+2,993	New	+$281K	0.09%	154

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

Comprehensive Financial Consultants Institutional's DHS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.52% in Q2 2026, selling an estimated $2K and leaving 3,465 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #152.

Comprehensive Financial Consultants Institutional first reported a position in DHS in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Comprehensive Financial Consultants Institutional held 3,465 shares of WisdomTree US High Dividend Fund worth $394K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 18 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $2K.
WisdomTree US High Dividend Fund made up 0.1% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #152 holding.
Comprehensive Financial Consultants Institutional first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.