Focus Partners Wealth
DHS icon

Focus Partners Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Focus Partners Wealth’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 		$16.4M Sell
144,531
-3,487
-2% -$388K 0.02% 556
2026
Q1 		$16.2M Buy
148,018
+240
+0.2% +$26.1K 0.02% 567
2025
Q4 		$15M Sell
147,778
-27,752
-16% -$2.8M 0.02% 566
2025
Q3 		$17.6M Sell
175,530
-40,591
-19% -$4.03M 0.03% 423
2025
Q2 		$20.7M Buy
216,121
+85,943
+66% +$8.06M 0.04% 351
2025
Q1 		$12.9M Sell
130,178
-35,687
-22% -$3.45M 0.03% 422
2024
Q4 		$15.5M Buy
165,865
+5,541
+3% +$533K 0.04% 369
2024
Q3 		$15M Buy
160,324
+8,718
+6% +$786K 0.05% 331
2024
Q2 		$12.8M Buy
151,606
+72,770
+92% +$6.16M 0.04% 320
2024
Q1 		$6.83M Sell
78,836
-59,778
-43% -$4.92M 0.06% 266
2023
Q4 		$11.4M Buy
+138,614
New +$10.8M 0.15% 140

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focus Partners Wealth's DHS Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree US High Dividend Fund (DHS) stake by 2.4% in Q2 2026, selling an estimated $388K and leaving 144,531 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #556.

Focus Partners Wealth first reported a position in DHS in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q2 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Focus Partners Wealth held 144,531 shares of WisdomTree US High Dividend Fund worth $16.4M as of Q2 2026.
  • Focus Partners Wealth sold 3,487 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $388K.
  • WisdomTree US High Dividend Fund made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #556 holding.
  • Focus Partners Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's WisdomTree US High Dividend Fund position peaked at $20.7M in Q2 2025.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.