Fort Point Capital Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Fort Point Capital Partners’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	$227K	Buy	+2,036	New	+$227K	0.02%	240
2025 Q1	–	Sell	-6,097	Closed	-$569K	–	309
2024 Q4	$569K	Buy	+6,097	New	+$586K	0.06%	186
2024 Q3	–	Sell	-2,869	Closed	-$243K	–	300
2024 Q2	$243K	Hold	2,869	–	–	0.03%	281
2024 Q1	$249K	Sell	2,869 -13,077	-82%	-$1.08M	0.03%	281
2023 Q4	$1.31M	Buy	+15,946	New	+$1.25M	0.19%	86

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

Fort Point Capital Partners's DHS Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 2,036 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in DHS as recently as Q4 2024.

Fort Point Capital Partners first reported a position in DHS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2023. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Fort Point Capital Partners held 2,036 shares of WisdomTree US High Dividend Fund worth $227K as of Q2 2026.
WisdomTree US High Dividend Fund was a new Fort Point Capital Partners position in Q2 2026.
WisdomTree US High Dividend Fund made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #240 holding.
Fort Point Capital Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 5 quarters since.
Fort Point Capital Partners's WisdomTree US High Dividend Fund position peaked at $1.31M in Q4 2023.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.