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

Concurrent Investment 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
Q1 		$369K Buy
3,374
+403
+14% +$43.8K ﹤0.01% 1375
2025
Q4 		$303K Buy
2,971
+450
+18% +$45.3K ﹤0.01% 1393
2025
Q3 		$254K Buy
+2,521
New +$250K ﹤0.01% 1230

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Concurrent Investment Advisors's DHS Position: Q1 2026 in Review

Concurrent Investment Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 14% in Q1 2026, buying an estimated $43.8K and bringing the position to 3,374 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Concurrent Investment Advisors first reported a position in DHS in Q3 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Concurrent Investment Advisors held 3,374 shares of WisdomTree US High Dividend Fund worth $369K as of Q1 2026.
  • Concurrent Investment Advisors bought 403 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $43.8K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1375 holding.
  • Concurrent Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.