Kovitz Investment Group Partners
DHS icon

Kovitz Investment Group Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-3,239
Closed -$311K – 1417
2025
Q2 		$311K Buy
+3,239
New +$304K ﹤0.01% 1133

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Cetera Investment Advisers
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LW
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Morgan Stanley
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IWP
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MLA
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Kovitz Investment Group Partners's DHS Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2025, closing a stake of 3,239 shares — an estimated $311K sold.

Kovitz Investment Group Partners first reported a position in DHS in Q2 2025 and held it in 1 quarter. The position peaked at $311K in Q2 2025. 232 funds tracked by Wall St. Rank hold DHS as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining WisdomTree US High Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,239 WisdomTree US High Dividend Fund shares in Q3 2025, an estimated $311K.
  • Kovitz Investment Group Partners first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's WisdomTree US High Dividend Fund position peaked at $311K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.