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
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

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth's DHS Position: Q1 2026 in Review

Focus Partners Wealth increased its WisdomTree US High Dividend Fund (DHS) stake by 0.16% in Q1 2026, buying an estimated $26.1K and bringing the position to 148,018 shares worth $16.2M. The position accounts for 0.02% of the portfolio, ranked #567.

Focus Partners Wealth first reported a position in DHS in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.7M in Q2 2025. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Focus Partners Wealth held 148,018 shares of WisdomTree US High Dividend Fund worth $16.2M as of Q1 2026.
  • Focus Partners Wealth bought 240 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $26.1K.
  • WisdomTree US High Dividend Fund made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #567 holding.
  • Focus Partners Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's WisdomTree US High Dividend Fund position peaked at $20.7M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.