Monument Group Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Monument Group Wealth 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
2025 Q3	–	Sell	-4,119	Closed	-$395K	–	48
2025 Q2	$395K	Hold	4,119	–	–	0.25%	25
2025 Q1	$408K	Hold	4,119	–	–	0.28%	25
2024 Q4	$385K	Hold	4,119	–	–	0.27%	26
2024 Q3	$386K	Hold	4,119	–	–	0.23%	27
2024 Q2	$348K	Hold	4,119	–	–	0.23%	29
2024 Q1	$357K	Hold	4,119	–	–	0.26%	26
2023 Q4	$338K	Buy	+4,119	New	+$322K	0.29%	28

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Monument Group Wealth Advisors's DHS Position: Q3 2025 in Review

Monument Group Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2025, closing a stake of 4,119 shares — an estimated $395K sold.

Monument Group Wealth Advisors first reported a position in DHS in Q4 2023 and held it in 7 quarters. The position peaked at $408K in Q1 2025. 232 funds tracked by Wall St. Rank hold DHS as of Q3 2025.

Monument Group Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q3 2025 after selling out during the quarter.
Monument Group Wealth Advisors sold 4,119 WisdomTree US High Dividend Fund shares in Q3 2025, an estimated $395K.
Monument Group Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and held it in 7 quarters.
Monument Group Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $408K in Q1 2025.
232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.