Independent Advisor Alliance’s WisdomTree US High Dividend Fund DHS Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,941	Closed	-$540K	–	1160
2026 Q1	$540K	Buy	+4,941	New	+$537K	0.01%	1081
2025 Q1	–	Sell	-3,645	Closed	-$340K	–	913
2024 Q4	$340K	Buy	+3,645	New	+$350K	﹤0.01%	1083
2020 Q1	–	Sell	-3,145	Closed	-$242K	–	492
2019 Q4	$242K	Buy	+3,145	New	+$237K	0.01%	755

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

Independent Advisor Alliance's DHS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 4,941 shares — an estimated $540K sold.

Independent Advisor Alliance first reported a position in DHS in Q4 2019 and held it in 3 quarters. The position peaked at $540K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,941 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $540K.
Independent Advisor Alliance first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's WisdomTree US High Dividend Fund position peaked at $540K in Q1 2026.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.