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

PSI 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
2025
Q2 		– Sell
-417
Closed -$41.4K – 237
2025
Q1 		$41.4K Hold
417
– – 0.01% 262
2024
Q4 		$38.9K Hold
417
– – 0.01% 312
2024
Q3 		$39.1K Hold
417
– – 0.01% 306
2024
Q2 		$35.3K Hold
417
– – 0.01% 310
2024
Q1 		$36.1K Hold
417
– – 0.01% 305
2023
Q4 		$34.3K Hold
417
– – 0.01% 320
2023
Q3 		$32.6K Hold
417
– – 0.01% 308
2023
Q2 		$33.2K Sell
417
-65
-13% -$5.2K 0.01% 303
2023
Q1 		$39.7K Hold
482
– – 0.02% 251
2022
Q4 		$41.5K Sell
482
-5,935
-92% -$502K 0.02% 238
2022
Q3 		$486K Sell
6,417
-2,334
-27% -$194K 0.26% 72
2022
Q2 		$720K Sell
8,751
-813
-9% -$70.9K 0.35% 61
2022
Q1 		$842K Sell
9,564
-121
-1% -$10.3K 0.35% 58
2021
Q4 		$799K Buy
9,685
+75
+0.8% +$5.96K 0.33% 66
2021
Q3 		$740K Sell
9,610
-50
-0.5% -$3.96K 0.34% 61
2021
Q2 		$755K Sell
9,660
-100
-1% -$7.89K 0.4% 57
2021
Q1 		$744K Sell
9,760
-380
-4% -$27.4K 0.44% 55
2020
Q4 		$703K Sell
10,140
-2,693
-21% -$180K 0.48% 47
2020
Q3 		$801K Sell
12,833
-189
-1% -$12K 0.61% 35
2020
Q2 		$811K Sell
13,022
-62
-0.5% -$3.81K 0.65% 34
2020
Q1 		$740K Sell
13,084
-1,386
-10% -$97K 0.68% 31
2019
Q4 		$1.11M Buy
+14,470
New +$1.09M 0.71% 26

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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

PSI Advisors's DHS Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2025, closing a stake of 417 shares — an estimated $41.4K sold.

PSI Advisors first reported a position in DHS in Q4 2019 and held it in 22 quarters. The position peaked at $1.11M in Q4 2019. 232 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

  • PSI Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 417 WisdomTree US High Dividend Fund shares in Q2 2025, an estimated $41.4K.
  • PSI Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's WisdomTree US High Dividend Fund position peaked at $1.11M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.