JWCA
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J.W. Cole Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

J.W. Cole 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 		$1.83M Buy
16,128
+59
+0.4% +$6.57K 0.03% 528
2026
Q1 		$1.76M Buy
16,069
+43
+0.3% +$4.67K 0.06% 263
2025
Q4 		$1.63M Buy
16,026
+101
+0.6% +$10.2K 0.04% 462
2025
Q3 		$1.6M Buy
15,925
+53
+0.3% +$5.26K 0.03% 543
2025
Q2 		$1.52M Buy
15,872
+6,029
+61% +$566K 0.03% 517
2025
Q1 		$976K Buy
9,843
+1,820
+23% +$176K 0.03% 548
2024
Q4 		$749K Hold
8,023
– – 0.03% 500
2024
Q3 		$753K Buy
8,023
+312
+4% +$28.1K 0.03% 466
2024
Q2 		$652K Hold
7,711
– – 0.03% 446
2024
Q1 		$668K Hold
7,711
– – 0.03% 443
2023
Q4 		$634K Hold
7,711
– – 0.04% 414
2023
Q3 		$602K Buy
7,711
+312
+4% +$25.1K 0.04% 371
2023
Q2 		$589K Hold
7,399
– – 0.04% 383
2023
Q1 		$609K Hold
7,399
– – 0.04% 400
2022
Q4 		$637K Hold
7,399
– – 0.05% 353
2022
Q3 		$561K Hold
7,399
– – 0.05% 364
2022
Q2 		$609K Buy
+7,399
New +$645K 0.05% 359
2020
Q4 		– Sell
-11,023
Closed -$689K – 686
2020
Q3 		$689K Buy
+11,023
New +$701K 0.05% 334

Other funds holding DHS

MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

J.W. Cole Advisors's DHS Position: Q2 2026 in Review

J.W. Cole Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.37% in Q2 2026, buying an estimated $6.57K and bringing the position to 16,128 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #528.

J.W. Cole Advisors first reported a position in DHS in Q3 2020 and has held it in 18 quarters since. 79 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • J.W. Cole Advisors held 16,128 shares of WisdomTree US High Dividend Fund worth $1.83M as of Q2 2026.
  • J.W. Cole Advisors bought 59 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $6.57K.
  • WisdomTree US High Dividend Fund made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #528 holding.
  • J.W. Cole Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2020 and has held it in 18 quarters since.
  • 79 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.