First Command Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

First Command Advisory Services’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	–	Sell	-615	Closed	-$67.2K	–	1243
2026 Q1	$67.2K	Sell	615 -58	-9%	-$6.3K	﹤0.01%	310
2025 Q4	$68.5K	Sell	673 -25	-4%	-$2.52K	﹤0.01%	288
2025 Q3	$70.3K	Hold	698	–	–	﹤0.01%	274
2025 Q2	$67K	Hold	698	–	–	﹤0.01%	263
2025 Q1	$69.2K	Buy	698 +58	+9%	+$5.61K	﹤0.01%	252
2024 Q4	$59.8K	Hold	640	–	–	﹤0.01%	266
2024 Q3	$60K	Hold	640	–	–	﹤0.01%	272
2024 Q2	$54.1K	Sell	640 -70,629	-99%	-$5.98M	﹤0.01%	258
2024 Q1	$97.4K	Buy	71,269 +70,618	+10,848%	+$5.81M	﹤0.01%	207
2023 Q4	$53.5K	Hold	651	–	–	﹤0.01%	236
2023 Q3	$50.9K	Buy	+651	New	+$52.4K	﹤0.01%	240

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

First Command Advisory Services's DHS Position: Q2 2026 in Review

First Command Advisory Services sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 615 shares — an estimated $67.2K sold.

First Command Advisory Services first reported a position in DHS in Q3 2023 and held it in 11 quarters. The position peaked at $97.4K in Q1 2024. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

First Command Advisory Services reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
First Command Advisory Services sold 615 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $67.2K.
First Command Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and held it in 11 quarters.
First Command Advisory Services's WisdomTree US High Dividend Fund position peaked at $97.4K in Q1 2024.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.