Relyea Zuckerberg Hanson’s WisdomTree US High Dividend Fund DHS Stock Holding History

Relyea Zuckerberg Hanson’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	$556K	Hold	4,891	–	–	0.05%	169
2026 Q1	$534K	Sell	4,891 -69	-1%	-$7.5K	0.05%	151
2025 Q4	$505K	Sell	4,960 -199	-4%	-$20.1K	0.05%	158
2025 Q3	$520K	Sell	5,159 -103	-2%	-$10.2K	0.05%	149
2025 Q2	$505K	Hold	5,262	–	–	0.06%	154
2025 Q1	$522K	Hold	5,262	–	–	0.07%	136
2024 Q4	$491K	Hold	5,262	–	–	0.07%	145
2024 Q3	$494K	Hold	5,262	–	–	0.08%	136
2024 Q2	$445K	Hold	5,262	–	–	0.07%	136
2024 Q1	$456K	Hold	5,262	–	–	0.08%	133
2023 Q4	$432K	Hold	5,262	–	–	0.08%	125
2023 Q3	$411K	Hold	5,262	–	–	0.09%	121
2023 Q2	$419K	Hold	5,262	–	–	0.09%	120
2023 Q1	$433K	Hold	5,262	–	–	0.11%	114
2022 Q4	$453K	Hold	5,262	–	–	0.13%	107
2022 Q3	$399K	Hold	5,262	–	–	0.14%	98
2022 Q2	$433K	Sell	5,262 -252	-5%	-$22K	0.16%	94
2022 Q1	$496K	Sell	5,514 -408	-7%	-$34.9K	0.16%	96
2021 Q4	$494K	Sell	5,922 -238	-4%	-$18.9K	0.18%	92
2021 Q3	$474K	Hold	6,160	–	–	0.18%	83
2021 Q2	$482K	Hold	6,160	–	–	0.2%	72
2021 Q1	$479K	Hold	6,160	–	–	0.21%	70
2020 Q4	$427K	Hold	6,160	–	–	0.23%	72
2020 Q3	$397K	Buy	6,160 +545	+10%	+$34.7K	0.26%	72
2020 Q2	$350K	Hold	5,615	–	–	0.28%	75
2020 Q1	$318K	Buy	+5,615	New	+$393K	0.35%	71

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

Relyea Zuckerberg Hanson's DHS Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 4,891 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #169.

Relyea Zuckerberg Hanson first reported a position in DHS in Q1 2020 and has held it in 26 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Relyea Zuckerberg Hanson held 4,891 shares of WisdomTree US High Dividend Fund worth $556K as of Q2 2026.
Relyea Zuckerberg Hanson left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #169 holding.
Relyea Zuckerberg Hanson first reported a position in WisdomTree US High Dividend Fund in Q1 2020 and has held it in 26 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.