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

Evanson Financial’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	$8.67M	Buy	+76,243	New	+$8.49M	0.42%	34

Other funds holding DHS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evanson Financial's DHS Position: Q2 2026 in Review

Evanson Financial opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 76,243 shares worth $8.67M. The stake represents 0.42% of the portfolio and ranks #34 among its holdings.

251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Evanson Financial held 76,243 shares of WisdomTree US High Dividend Fund worth $8.67M as of Q2 2026.
WisdomTree US High Dividend Fund was a new Evanson Financial position in Q2 2026.
WisdomTree US High Dividend Fund made up 0.42% of Evanson Financial's portfolio in Q2 2026, its #34 holding.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.