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

MSH Capital 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	$603K	Buy	5,306 +274	+5%	+$30.5K	0.1%	175
2026 Q1	$550K	Buy	5,032 +83	+2%	+$9.02K	0.12%	167
2025 Q4	$504K	Buy	4,949 +10	+0.2%	+$1.01K	0.11%	178
2025 Q3	$498K	Buy	4,939 +556	+13%	+$55.2K	0.13%	168
2025 Q2	$421K	Buy	4,383 +1,055	+32%	+$99K	0.12%	176
2025 Q1	$330K	Hold	3,328	–	–	0.1%	181
2024 Q4	$311K	Buy	3,328 +178	+6%	+$17.1K	0.1%	183
2024 Q3	$295K	Hold	3,150	–	–	0.09%	194
2024 Q2	$266K	Hold	3,150	–	–	0.09%	193
2024 Q1	$273K	Hold	3,150	–	–	0.1%	183
2023 Q4	$259K	Hold	3,150	–	–	0.1%	180
2023 Q3	$246K	Hold	3,150	–	–	0.1%	185
2023 Q2	$251K	Hold	3,150	–	–	0.09%	189
2023 Q1	$259K	Sell	3,150 -100	-3%	-$8.54K	0.11%	173
2022 Q4	$280K	Hold	3,250	–	–	0.13%	160
2022 Q3	$246K	Hold	3,250	–	–	0.12%	162
2022 Q2	$267K	Hold	3,250	–	–	0.12%	154
2022 Q1	$286K	Hold	3,250	–	–	0.12%	160
2021 Q4	$268K	Buy	+3,250	New	+$258K	0.12%	156

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

MSH Capital Advisors's DHS Position: Q2 2026 in Review

MSH Capital Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 5.4% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,306 shares worth $603K. The position accounts for 0.1% of the portfolio, ranked #175.

MSH Capital Advisors first reported a position in DHS in Q4 2021 and has held it in 19 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

MSH Capital Advisors held 5,306 shares of WisdomTree US High Dividend Fund worth $603K as of Q2 2026.
MSH Capital Advisors bought 274 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $30.5K.
WisdomTree US High Dividend Fund made up 0.1% of MSH Capital Advisors's portfolio in Q2 2026, its #175 holding.
MSH Capital Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 19 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.