SEIA
DHS icon

Signature Estate & Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Signature Estate & Investment 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 		$215K Buy
1,895
+18
+1% +$2K ﹤0.01% 632
2026
Q1 		$205K Buy
+1,877
New +$204K ﹤0.01% 622

Other funds holding DHS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Signature Estate & Investment Advisors's DHS Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.96% in Q2 2026, buying an estimated $2K and bringing the position to 1,895 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Signature Estate & Investment Advisors first reported a position in DHS in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,895 shares of WisdomTree US High Dividend Fund worth $215K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 18 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $2K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #632 holding.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.