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Optivise Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Optivise 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
2025
Q1 		– Sell
-17,868
Closed -$1.67M – 202
2024
Q4 		$1.67M Buy
+17,868
New +$1.72M 0.9% 28

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Optivise Advisory Services's DHS Position: Q1 2025 in Review

Optivise Advisory Services sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 17,868 shares — an estimated $1.67M sold.

Optivise Advisory Services first reported a position in DHS in Q4 2024 and held it in 1 quarter. The position peaked at $1.67M in Q4 2024. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

  • Optivise Advisory Services reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 17,868 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $1.67M.
  • Optivise Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Optivise Advisory Services's WisdomTree US High Dividend Fund position peaked at $1.67M in Q4 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Optivise Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.