EP Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

EP Wealth 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 Q2	$126K	Buy	+1,312	New	+$123K	﹤0.01%	1346
2024 Q4	–	Sell	-3,881	Closed	-$364K	–	1258
2024 Q3	$364K	Buy	+3,881	New	+$350K	﹤0.01%	790
2023 Q1	–	Sell	-2,500	Closed	-$215K	–	654
2022 Q4	$215K	Buy	+2,500	New	+$212K	﹤0.01%	535
2022 Q3	–	Sell	-3,881	Closed	-$319K	–	407
2022 Q2	$319K	Buy	+3,881	New	+$338K	0.01%	467

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

EP Wealth Advisors's DHS Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2025: 1,312 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DHS as recently as Q3 2024.

EP Wealth Advisors first reported a position in DHS in Q2 2022 and has held it in 4 quarters since. The position peaked at $364K in Q3 2024. 232 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

EP Wealth Advisors held 1,312 shares of WisdomTree US High Dividend Fund worth $126K as of Q2 2025.
WisdomTree US High Dividend Fund was a new EP Wealth Advisors position in Q2 2025.
WisdomTree US High Dividend Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1346 holding.
EP Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and has held it in 4 quarters since.
EP Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $364K in Q3 2024.
232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.