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

Financial Sense 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 		– Sell
-2,209
Closed -$223K – 157
2025
Q3 		$223K Sell
2,209
-13
-0.6% -$1.29K 0.04% 148
2025
Q2 		$213K Sell
2,222
-34
-2% -$3.19K 0.05% 130
2025
Q1 		$224K Buy
2,256
+4
+0.2% +$387 0.06% 108
2024
Q4 		$210K Buy
2,252
+5
+0.2% +$481 0.07% 102
2024
Q3 		$211K Buy
+2,247
New +$202K 0.06% 112

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Financial Sense Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2025, closing a stake of 2,209 shares — an estimated $223K sold.

Financial Sense Advisors first reported a position in DHS in Q3 2024 and held it in 5 quarters. The position peaked at $224K in Q1 2025. 233 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

  • Financial Sense Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 2,209 WisdomTree US High Dividend Fund shares in Q4 2025, an estimated $223K.
  • Financial Sense Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2024 and held it in 5 quarters.
  • Financial Sense Advisors's WisdomTree US High Dividend Fund position peaked at $224K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on Financial Sense Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.