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

IFP 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
2026
Q2 		$111K Hold
977
– – ﹤0.01% 1913
2026
Q1 		$107K Hold
977
– – ﹤0.01% 1804
2025
Q4 		$99.5K Sell
977
-50
-5% -$5.04K ﹤0.01% 1793
2025
Q3 		$103K Hold
1,027
– – ﹤0.01% 1655
2025
Q2 		$98.6K Buy
1,027
+19
+2% +$1.78K ﹤0.01% 1646
2025
Q1 		$100K Hold
1,008
– – ﹤0.01% 1528
2024
Q4 		$94.1K Hold
1,008
– – ﹤0.01% 1502
2024
Q3 		$94.6K Hold
1,008
– – ﹤0.01% 1430
2024
Q2 		$85.3K Hold
1,008
– – ﹤0.01% 1432
2024
Q1 		$87.4K Sell
1,008
-157
-13% -$12.9K ﹤0.01% 1351
2023
Q4 		$95.7K Sell
1,165
-1,046
-47% -$81.8K ﹤0.01% 1265
2023
Q3 		$173K Hold
2,211
– – 0.01% 1032
2023
Q2 		$176K Sell
2,211
-3,062
-58% -$245K 0.01% 1084
2023
Q1 		$366K Sell
5,273
-5,179
-50% -$442K 0.02% 704
2022
Q4 		$744K Sell
10,452
-261
-2% -$22.1K 0.02% 734
2022
Q3 		$765K Buy
10,713
+5,574
+108% +$462K 0.02% 732
2022
Q2 		$357K Hold
5,139
– – 0.01% 988
2022
Q1 		$357K Sell
5,139
-1,013
-16% -$86.5K 0.01% 988
2021
Q4 		$509K Sell
6,152
-126
-2% -$10K 0.01% 583
2021
Q3 		$481K Sell
6,278
-428
-6% -$33.9K 0.01% 598
2021
Q2 		$520K Sell
6,706
-3
-0% -$237 0.01% 536
2021
Q1 		$509K Sell
6,709
-187
-3% -$13.5K 0.01% 511
2020
Q4 		$476K Sell
6,896
-385
-5% -$25.7K 0.02% 524
2020
Q3 		$453K Sell
7,281
-244
-3% -$15.5K 0.03% 456
2020
Q2 		$465K Buy
7,525
+5,973
+385% +$367K 0.04% 433
2020
Q1 		$89K Sell
1,552
-505
-25% -$35.4K 0.01% 875
2019
Q4 		$156K Sell
2,057
-16
-0.8% -$1.21K 0.01% 754
2019
Q3 		$154K Buy
+2,073
New +$151K 0.01% 863
2019
Q1 		$34K Sell
472
-14,839
-97% -$1.04M ﹤0.01% 1121
2018
Q4 		$994K Buy
15,311
+990
+7% +$68.9K 0.06% 351
2018
Q3 		$1.03M Sell
14,321
-569
-4% -$40.9K 0.04% 417
2018
Q2 		$1.04M Buy
14,890
+501
+3% +$34.6K 0.04% 406
2018
Q1 		$1.05M Hold
14,389
– – 0.05% 378
2017
Q4 		$1.05M Sell
14,389
-208
-1% -$14.9K 0.05% 377
2017
Q3 		$1.02M Sell
14,597
-5,137
-26% -$353K 0.04% 439
2017
Q2 		$1.35M Sell
19,734
-1,741
-8% -$119K 0.06% 354
2017
Q1 		$1.47M Buy
21,475
+1,458
+7% +$99.2K 0.06% 322
2016
Q4 		$1.35M Sell
20,017
-1,074
-5% -$70.5K 0.07% 322
2016
Q3 		$1.4M Sell
21,091
-2,583
-11% -$173K 0.07% 284
2016
Q2 		$1.58M Buy
23,674
+23,202
+4,916% +$1.49M 0.09% 254
2016
Q1 		$34K Sell
472
-14,120
-97% -$835K ﹤0.01% 1121
2015
Q4 		$862K Buy
+14,592
New +$862K 0.06% 346

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors's DHS Position: Q2 2026 in Review

IFP Advisors held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 977 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

IFP Advisors first reported a position in DHS in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.58M in Q2 2016. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • IFP Advisors held 977 shares of WisdomTree US High Dividend Fund worth $111K as of Q2 2026.
  • IFP Advisors left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1913 holding.
  • IFP Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's WisdomTree US High Dividend Fund position peaked at $1.58M in Q2 2016.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.