Harbour Investments’s WisdomTree US High Dividend Fund DHS Stock Holding History

Harbour Investments’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	$124K	Sell	1,091 -6	-0.5%	-$668	﹤0.01%	1885
2026 Q1	$120K	Buy	+1,097	New	+$119K	﹤0.01%	1822
2024 Q1	–	Sell	-156	Closed	-$12.9K	–	3240
2023 Q4	$12.9K	Buy	156 +2	+1%	+$156	﹤0.01%	2057
2023 Q3	$12.1K	Buy	154 +1	+0.7%	+$81	﹤0.01%	1962
2023 Q2	$12.2K	Buy	153 +51	+50%	+$4.08K	﹤0.01%	1958
2023 Q1	$8.38K	Buy	102 +1	+1%	+$85	﹤0.01%	2096
2022 Q4	$8.67K	Buy	+101	New	+$8.55K	﹤0.01%	2011
2021 Q4	–	Sell	-591	Closed	-$45K	–	2880
2021 Q3	$45K	Hold	591	–	–	﹤0.01%	1829
2021 Q2	$46K	Hold	591	–	–	﹤0.01%	1861
2021 Q1	$45K	Buy	+591	New	+$42.6K	﹤0.01%	1756

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

Harbour Investments's DHS Position: Q2 2026 in Review

Harbour Investments reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.55% in Q2 2026, selling an estimated $668 and leaving 1,091 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Harbour Investments first reported a position in DHS in Q1 2021 and has held it in 10 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Harbour Investments held 1,091 shares of WisdomTree US High Dividend Fund worth $124K as of Q2 2026.
Harbour Investments sold 6 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $668.
WisdomTree US High Dividend Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1885 holding.
Harbour Investments first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and has held it in 10 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.