Foundations Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Foundations Investment 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 Q1	–	Sell	-20,848	Closed	-$1.95M	–	876
2024 Q4	$1.95M	Hold	20,848	–	–	0.04%	292
2024 Q3	$1.96M	Hold	20,848	–	–	0.04%	272
2024 Q2	$1.76M	Sell	20,848 -4	-0%	-$339	0.04%	249
2024 Q1	$1.81M	Sell	20,852 -15	-0.1%	-$1.24K	0.05%	240
2023 Q4	$1.7M	Sell	20,867 -3	-0%	-$235	0.05%	246
2023 Q3	$1.63M	Sell	20,870 -214	-1%	-$17.2K	0.05%	238
2023 Q2	$1.68M	Sell	21,084 -3,736	-15%	-$299K	0.06%	214
2023 Q1	$2.04M	Buy	24,820 +3,744	+18%	+$320K	0.07%	162
2022 Q4	$1.81M	Buy	21,076 +2	+0%	+$169	0.07%	140
2022 Q3	$1.6M	Buy	+21,074	New	+$1.75M	0.07%	117

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Foundations Investment Advisors's DHS Position: Q1 2025 in Review

Foundations Investment Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 20,848 shares — an estimated $1.95M sold.

Foundations Investment Advisors first reported a position in DHS in Q3 2022 and held it in 10 quarters. The position peaked at $2.04M in Q1 2023. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

Foundations Investment Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 20,848 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $1.95M.
Foundations Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and held it in 10 quarters.
Foundations Investment Advisors's WisdomTree US High Dividend Fund position peaked at $2.04M in Q1 2023.
224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.