GPS Wealth Strategies Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

GPS Wealth Strategies Group’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 Q4	$256K	Hold	2,514	–	–	0.22%	83
2025 Q3	$253K	Hold	2,514	–	–	0.03%	298
2025 Q2	$241K	Hold	2,514	–	–	0.03%	299
2025 Q1	$249K	Hold	2,514	–	–	0.03%	276
2024 Q4	$235K	Hold	2,514	–	–	0.03%	267
2024 Q3	$236K	Hold	2,514	–	–	0.03%	275
2024 Q2	$213K	Hold	2,514	–	–	0.03%	253
2024 Q1	$218K	Hold	2,514	–	–	0.04%	237
2023 Q4	$207K	Sell	2,514 -2,508	-50%	-$196K	0.04%	238
2023 Q3	$392K	Hold	5,022	–	–	0.08%	166
2023 Q2	$400K	Hold	5,022	–	–	0.07%	168
2023 Q1	$413K	Buy	+5,022	New	+$429K	0.09%	158
2022 Q4	–	Sell	-5,022	Closed	-$381K	–	353
2022 Q3	$381K	Hold	5,022	–	–	0.1%	144
2022 Q2	$413K	Hold	5,022	–	–	0.11%	140
2022 Q1	$442K	Hold	5,022	–	–	0.1%	125
2021 Q4	$415K	Hold	5,022	–	–	0.09%	139
2021 Q3	$387K	Hold	5,022	–	–	0.1%	136
2021 Q2	$393K	Buy	+5,022	New	+$396K	0.1%	130

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

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

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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 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

GPS Wealth Strategies Group's DHS Position: Q4 2025 in Review

GPS Wealth Strategies Group held its WisdomTree US High Dividend Fund (DHS) position steady in Q4 2025 at 2,514 shares worth $256K. The position accounts for 0.22% of the portfolio, ranked #83.

GPS Wealth Strategies Group first reported a position in DHS in Q2 2021 and has held it in 18 quarters since. The position peaked at $442K in Q1 2022. 233 funds tracked by Wall St. Rank hold DHS as of Q4 2025.

GPS Wealth Strategies Group held 2,514 shares of WisdomTree US High Dividend Fund worth $256K as of Q4 2025.
GPS Wealth Strategies Group left its WisdomTree US High Dividend Fund share count unchanged in Q4 2025.
WisdomTree US High Dividend Fund made up 0.22% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #83 holding.
GPS Wealth Strategies Group first reported a position in WisdomTree US High Dividend Fund in Q2 2021 and has held it in 18 quarters since.
GPS Wealth Strategies Group's WisdomTree US High Dividend Fund position peaked at $442K in Q1 2022.
233 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.