Park Avenue Securities’s WisdomTree US High Dividend Fund DHS Stock Holding History

Park Avenue Securities’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	$370K	Sell	3,251 -509	-14%	-$56.7K	﹤0.01%	1423
2026 Q1	$411K	Sell	3,760 -106	-3%	-$11.5K	﹤0.01%	1191
2025 Q4	$394K	Sell	3,866 -254	-6%	-$25.6K	﹤0.01%	1204
2025 Q3	$415K	Buy	4,120 +212	+5%	+$21K	﹤0.01%	1278
2025 Q2	$375K	Sell	3,908 -63	-2%	-$5.91K	﹤0.01%	1198
2025 Q1	$394K	Sell	3,971 -778	-16%	-$75.2K	﹤0.01%	925
2024 Q4	$443K	Buy	+4,749	New	+$457K	﹤0.01%	1124

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

Park Avenue Securities's DHS Position: Q2 2026 in Review

Park Avenue Securities reduced its WisdomTree US High Dividend Fund (DHS) stake by 14% in Q2 2026, selling an estimated $56.7K and leaving 3,251 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Park Avenue Securities first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q4 2024. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Park Avenue Securities held 3,251 shares of WisdomTree US High Dividend Fund worth $370K as of Q2 2026.
Park Avenue Securities sold 509 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $56.7K.
WisdomTree US High Dividend Fund made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1423 holding.
Park Avenue Securities first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Park Avenue Securities's WisdomTree US High Dividend Fund position peaked at $443K in Q4 2024.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.