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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
Q2 		$437K Buy
3,845
+471
+14% +$52.5K ﹤0.01% 1481
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

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 22.9% 1-Year Est. Return

Concurrent Investment Advisors's DHS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 14% in Q2 2026, buying an estimated $52.5K and bringing the position to 3,845 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Concurrent Investment Advisors first reported a position in DHS in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Concurrent Investment Advisors held 3,845 shares of WisdomTree US High Dividend Fund worth $437K as of Q2 2026.
  • Concurrent Investment Advisors bought 471 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $52.5K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1481 holding.
  • Concurrent Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.