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

Edge Financial 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
2025 Q4	$312K	Sell	3,060 -55	-2%	-$5.54K	0.13%	113
2025 Q3	$314K	Buy	3,115 +26	+0.8%	+$2.58K	0.14%	107
2025 Q2	$296K	Buy	3,089 +31	+1%	+$2.91K	0.16%	96
2025 Q1	$303K	Buy	3,058 +20	+0.7%	+$1.93K	0.19%	74
2024 Q4	$284K	Buy	3,038 +30	+1%	+$2.88K	0.25%	74
2024 Q3	$282K	Sell	3,008 -62	-2%	-$5.59K	0.25%	77
2024 Q2	$260K	Buy	3,070 +36	+1%	+$3.05K	0.27%	77
2024 Q1	$263K	Buy	+3,034	New	+$250K	0.23%	110

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 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

Edge Financial Advisors's DHS Position: Q4 2025 in Review

Edge Financial Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 1.8% in Q4 2025, selling an estimated $5.54K and leaving 3,060 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #113.

Edge Financial Advisors first reported a position in DHS in Q1 2024 and has held it in 8 quarters since. The position peaked at $314K in Q3 2025. 233 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

Edge Financial Advisors held 3,060 shares of WisdomTree US High Dividend Fund worth $312K as of Q4 2025.
Edge Financial Advisors sold 55 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $5.54K.
WisdomTree US High Dividend Fund made up 0.13% of Edge Financial Advisors's portfolio in Q4 2025, its #113 holding.
Edge Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's WisdomTree US High Dividend Fund position peaked at $314K in Q3 2025.
233 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.