Good Life Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Good Life 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 Q2	$4.74M	Buy	49,409 +267	+0.5%	+$25.1K	0.3%	73
2025 Q1	$4.87M	Sell	49,142 -425	-0.9%	-$41.1K	0.34%	65
2024 Q4	$4.63M	Buy	49,567 +953	+2%	+$91.6K	0.34%	61
2024 Q3	$4.56M	Buy	48,614 +721	+2%	+$65K	0.28%	75
2024 Q2	$4.05M	Buy	47,893 +1,181	+3%	+$100K	0.33%	56
2024 Q1	$4.05M	Buy	46,712 +6,077	+15%	+$500K	0.36%	57
2023 Q4	$3.34M	Buy	40,635 +708	+2%	+$55.4K	0.33%	59
2023 Q3	$3.12M	Buy	39,927 +821	+2%	+$66.1K	0.36%	58
2023 Q2	$3.11M	Buy	39,106 +1,488	+4%	+$119K	0.35%	56
2023 Q1	$3.09M	Buy	+37,618	New	+$3.21M	0.4%	60

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Good Life Advisors's DHS Position: Q2 2025 in Review

Good Life Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.54% in Q2 2025, buying an estimated $25.1K and bringing the position to 49,409 shares worth $4.74M. The position accounts for 0.3% of the portfolio, ranked #73.

Good Life Advisors first reported a position in DHS in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.87M in Q1 2025. 231 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

Good Life Advisors held 49,409 shares of WisdomTree US High Dividend Fund worth $4.74M as of Q2 2025.
Good Life Advisors bought 267 WisdomTree US High Dividend Fund shares in Q2 2025, an estimated $25.1K.
WisdomTree US High Dividend Fund made up 0.3% of Good Life Advisors's portfolio in Q2 2025, its #73 holding.
Good Life Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 10 quarters since.
Good Life Advisors's WisdomTree US High Dividend Fund position peaked at $4.87M in Q1 2025.
231 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.