SFA
DHS icon

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

Sequoia Financial 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
2026
Q2 		$393K Buy
3,455
+19
+0.6% +$2.12K ﹤0.01% 1496
2026
Q1 		$375K Sell
3,436
-224
-6% -$24.3K ﹤0.01% 1430
2025
Q4 		$373K Buy
3,660
+20
+0.5% +$2.02K ﹤0.01% 1444
2025
Q3 		$367K Buy
3,640
+17
+0.5% +$1.69K ﹤0.01% 1288
2025
Q2 		$348K Buy
3,623
+20
+0.6% +$1.88K ﹤0.01% 1182
2025
Q1 		$357K Buy
3,603
+13
+0.4% +$1.26K ﹤0.01% 996
2024
Q4 		$335K Buy
3,590
+258
+8% +$24.8K ﹤0.01% 979
2024
Q3 		$313K Buy
3,332
+18
+0.5% +$1.62K ﹤0.01% 949
2024
Q2 		$280K Sell
3,314
-253
-7% -$21.4K ﹤0.01% 918
2024
Q1 		$309K Buy
3,567
+16
+0.5% +$1.32K ﹤0.01% 849
2023
Q4 		$292K Sell
3,551
-42
-1% -$3.29K ﹤0.01% 943
2023
Q3 		$281K Buy
3,593
+22
+0.6% +$1.77K ﹤0.01% 716
2023
Q2 		$284K Buy
3,571
+22
+0.6% +$1.76K ﹤0.01% 721
2023
Q1 		$292K Buy
3,549
+22
+0.6% +$1.88K 0.01% 636
2022
Q4 		$304K Buy
3,527
+280
+9% +$23.7K 0.01% 577
2022
Q3 		$246K Buy
3,247
+14
+0.4% +$1.16K 0.01% 443
2022
Q2 		$266K Buy
3,233
+70
+2% +$6.11K 0.01% 476
2022
Q1 		$279K Buy
+3,163
New +$270K 0.01% 520

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

Sequoia Financial Advisors's DHS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.55% in Q2 2026, buying an estimated $2.12K and bringing the position to 3,455 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Sequoia Financial Advisors first reported a position in DHS in Q1 2022 and has held it in 18 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Sequoia Financial Advisors held 3,455 shares of WisdomTree US High Dividend Fund worth $393K as of Q2 2026.
  • Sequoia Financial Advisors bought 19 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $2.12K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1496 holding.
  • Sequoia Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.