Envestnet Portfolio Solutions
DHS icon

Envestnet Portfolio Solutions’s WisdomTree US High Dividend Fund DHS Stock Holding History

Envestnet Portfolio Solutions’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 		$1.96M Buy
17,220
+1,418
+9% +$158K 0.01% 500
2026
Q1 		$1.73M Buy
15,802
+712
+5% +$77.4K 0.01% 488
2025
Q4 		$1.54M Buy
15,090
+948
+7% +$95.5K 0.01% 623
2025
Q3 		$1.42M Buy
14,142
+1,677
+13% +$166K 0.01% 625
2025
Q2 		$1.2M Buy
12,465
+889
+8% +$83.4K ﹤0.01% 730
2025
Q1 		$1.15M Sell
11,576
-7,840
-40% -$758K ﹤0.01% 748
2024
Q4 		$1.81M Buy
19,416
+1,629
+9% +$157K 0.01% 698
2024
Q3 		$1.67M Buy
17,787
+385
+2% +$34.7K 0.01% 721
2024
Q2 		$1.47M Buy
17,402
+4,771
+38% +$404K 0.01% 732
2024
Q1 		$1.09M Buy
12,631
+4,808
+61% +$396K ﹤0.01% 818
2023
Q4 		$643K Buy
7,823
+543
+7% +$42.5K ﹤0.01% 941
2023
Q3 		$568K Buy
+7,280
New +$587K ﹤0.01% 933

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

Envestnet Portfolio Solutions's DHS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its WisdomTree US High Dividend Fund (DHS) stake by 9% in Q2 2026, buying an estimated $158K and bringing the position to 17,220 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #500.

Envestnet Portfolio Solutions first reported a position in DHS in Q3 2023 and has held it in 12 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,220 shares of WisdomTree US High Dividend Fund worth $1.96M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,418 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $158K.
  • WisdomTree US High Dividend Fund made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #500 holding.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.