Oxinas Partners Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Oxinas Partners Wealth Management’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	$834K	Sell	7,340 -700	-9%	-$78K	0.33%	63
2026 Q1	$878K	Sell	8,040 -425	-5%	-$46.2K	0.4%	57
2025 Q4	$862K	Hold	8,465	–	–	0.41%	56
2025 Q3	$853K	Hold	8,465	–	–	0.46%	53
2025 Q2	$812K	Sell	8,465 -100	-1%	-$9.38K	0.42%	59
2025 Q1	$849K	Sell	8,565 -165	-2%	-$15.9K	0.5%	53
2024 Q4	$815K	Sell	8,730 -1,000	-10%	-$96.2K	0.48%	54
2024 Q3	$913K	Sell	9,730 -300	-3%	-$27K	0.56%	51
2024 Q2	$848K	Hold	10,030	–	–	0.56%	49
2024 Q1	$869K	Sell	10,030 -400	-4%	-$32.9K	0.56%	45
2023 Q4	$857K	Sell	10,430 -1,100	-10%	-$86K	0.61%	42
2023 Q3	$900K	Sell	11,530 -850	-7%	-$68.5K	0.67%	38
2023 Q2	$985K	Sell	12,380 -1,330	-10%	-$106K	0.65%	40
2023 Q1	$1.13M	Buy	+13,710	New	+$1.17M	0.81%	36

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

Oxinas Partners Wealth Management's DHS Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 8.7% in Q2 2026, selling an estimated $78K and leaving 7,340 shares worth $834K. The position accounts for 0.33% of the portfolio, ranked #63.

Oxinas Partners Wealth Management first reported a position in DHS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2023. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Oxinas Partners Wealth Management held 7,340 shares of WisdomTree US High Dividend Fund worth $834K as of Q2 2026.
Oxinas Partners Wealth Management sold 700 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $78K.
WisdomTree US High Dividend Fund made up 0.33% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #63 holding.
Oxinas Partners Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Oxinas Partners Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.13M in Q1 2023.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.