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ShoreHaven Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

ShoreHaven Wealth 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 		$887K Sell
7,804
-134
-2% -$14.9K 0.28% 54
2026
Q1 		$867K Sell
7,938
-4,554
-36% -$495K 0.31% 56
2025
Q4 		$1.27M Buy
12,492
+635
+5% +$64K 0.46% 43
2025
Q3 		$1.19M Buy
11,857
+5,173
+77% +$514K 0.44% 45
2025
Q2 		$642K Sell
6,684
-10,672
-61% -$1M 0.26% 61
2025
Q1 		$1.72M Buy
17,356
+301
+2% +$29.1K 0.82% 33
2024
Q4 		$1.59M Buy
17,055
+181
+1% +$17.4K 0.75% 31
2024
Q3 		$1.58M Sell
16,874
-1,176
-7% -$106K 0.76% 31
2024
Q2 		$1.53M Sell
18,050
-2,011
-10% -$170K 0.8% 29
2024
Q1 		$1.74M Buy
20,061
+982
+5% +$80.8K 0.96% 25
2023
Q4 		$1.57M Buy
19,079
+652
+4% +$51K 0.95% 28
2023
Q3 		$1.44M Sell
18,427
-867
-4% -$69.8K 0.99% 26
2023
Q2 		$1.54M Sell
19,294
-182
-0.9% -$14.6K 1.03% 27
2023
Q1 		$1.6M Sell
19,476
-643
-3% -$54.9K 1.12% 25
2022
Q4 		$1.73M Sell
20,119
-4,123
-17% -$349K 1.22% 22
2022
Q3 		$1.84M Sell
24,242
-13,313
-35% -$1.1M 1.4% 21
2022
Q2 		$3.09M Buy
37,555
+3,698
+11% +$323K 2.22% 11
2022
Q1 		$2.98M Buy
33,857
+8,272
+32% +$707K 1.57% 22
2021
Q4 		$2.11M Buy
25,585
+100
+0.4% +$7.95K 1.05% 24
2021
Q3 		$1.96M Buy
25,485
+4,491
+21% +$356K 1.02% 26
2021
Q2 		$1.64M Buy
20,994
+2,484
+13% +$196K 0.88% 26
2021
Q1 		$1.41M Buy
+18,510
New +$1.34M 0.77% 31

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

ShoreHaven Wealth Partners's DHS Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its WisdomTree US High Dividend Fund (DHS) stake by 1.7% in Q2 2026, selling an estimated $14.9K and leaving 7,804 shares worth $887K. The position accounts for 0.28% of the portfolio, ranked #54.

ShoreHaven Wealth Partners first reported a position in DHS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.09M in Q2 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • ShoreHaven Wealth Partners held 7,804 shares of WisdomTree US High Dividend Fund worth $887K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 134 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $14.9K.
  • WisdomTree US High Dividend Fund made up 0.28% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • ShoreHaven Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • ShoreHaven Wealth Partners's WisdomTree US High Dividend Fund position peaked at $3.09M in Q2 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.