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Root Financial Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Root Financial Partners’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 		– Sell
-4
Closed -$437 – 1119
2026
Q1 		$437 Hold
4
– – ﹤0.01% 2912
2025
Q4 		$407 Hold
4
– – ﹤0.01% 2235
2025
Q3 		$403 Buy
+4
New +$397 ﹤0.01% 2166

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Root Financial Partners's DHS Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 4 shares — an estimated $437 sold.

Root Financial Partners first reported a position in DHS in Q3 2025 and held it in 3 quarters. The position peaked at $437 in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $437.
  • Root Financial Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WisdomTree US High Dividend Fund position peaked at $437 in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.