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

Opal 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
2026 Q2	–	Sell	-456	Closed	-$49.8K	–	325
2026 Q1	$49.8K	Buy	+456	New	+$49.6K	0.01%	401
2025 Q3	–	Sell	-456	Closed	-$43.7K	–	289
2025 Q2	$43.7K	Hold	456	–	–	0.01%	393
2025 Q1	$45.2K	Buy	+456	New	+$44.1K	0.01%	367
2024 Q3	–	Sell	-456	Closed	-$38.6K	–	439
2024 Q2	$38.6K	Hold	456	–	–	0.01%	387
2024 Q1	$39.5K	Buy	+456	New	+$37.5K	0.01%	215

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

Opal Wealth Advisors's DHS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 456 shares — an estimated $49.8K sold.

Opal Wealth Advisors first reported a position in DHS in Q1 2024 and held it in 5 quarters. The position peaked at $49.8K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Opal Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 456 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $49.8K.
Opal Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and held it in 5 quarters.
Opal Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $49.8K in Q1 2026.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.