N.E.W. Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

N.E.W. Advisory Services’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	$35.2K	Hold	309	–	–	﹤0.01%	437
2026 Q1	$33.8K	Hold	309	–	–	﹤0.01%	418
2025 Q4	$31.5K	Hold	309	–	–	﹤0.01%	424
2025 Q3	$31.2K	Hold	309	–	–	﹤0.01%	386
2025 Q2	$29.7K	Sell	309 -123	-28%	-$11.5K	﹤0.01%	392
2025 Q1	$42.9K	Buy	+432	New	+$41.8K	﹤0.01%	381
2022 Q2	–	Sell	-3,722	Closed	-$285K	–	132
2022 Q1	$285K	Buy	+3,722	New	+$318K	0.05%	105
2021 Q2	–	Sell	-3,722	Closed	-$286K	–	134
2021 Q1	$286K	Sell	3,722 -810	-18%	-$58.4K	0.05%	106
2020 Q4	$314K	Sell	4,532 -2,861	-39%	-$191K	0.07%	108
2020 Q3	$462K	Sell	7,393 -2,043	-22%	-$130K	0.13%	62
2020 Q2	$588K	Buy	+9,436	New	+$580K	0.18%	51
2019 Q4	$1M	Buy	+13,003	New	+$980K	0.33%	40

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

N.E.W. Advisory Services's DHS Position: Q2 2026 in Review

N.E.W. Advisory Services held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 309 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

N.E.W. Advisory Services first reported a position in DHS in Q4 2019 and has held it in 12 quarters since. The position peaked at $1M in Q4 2019. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

N.E.W. Advisory Services held 309 shares of WisdomTree US High Dividend Fund worth $35.2K as of Q2 2026.
N.E.W. Advisory Services left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #437 holding.
N.E.W. Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 12 quarters since.
N.E.W. Advisory Services's WisdomTree US High Dividend Fund position peaked at $1M in Q4 2019.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.