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NorthRock Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

NorthRock 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
Q2 		– Sell
-209
Closed -$20.7K – 723
2025
Q1 		$20.7K Buy
+209
New +$20.2K ﹤0.01% 736

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

NorthRock Partners's DHS Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2025, closing a stake of 209 shares — an estimated $20.7K sold.

NorthRock Partners first reported a position in DHS in Q1 2025 and held it in 1 quarter. The position peaked at $20.7K in Q1 2025. 231 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

  • NorthRock Partners reported no remaining WisdomTree US High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 209 WisdomTree US High Dividend Fund shares in Q2 2025, an estimated $20.7K.
  • NorthRock Partners first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's WisdomTree US High Dividend Fund position peaked at $20.7K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.