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

Strategic 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	$46.4K	Hold	408	–	–	﹤0.01%	539
2026 Q1	$44.6K	Hold	408	–	–	﹤0.01%	536
2025 Q4	$41.5K	Hold	408	–	–	﹤0.01%	549
2025 Q3	$41.1K	Hold	408	–	–	﹤0.01%	593
2025 Q2	$39.2K	Buy	+408	New	+$38.3K	﹤0.01%	541
2019 Q4	–	Sell	-628	Closed	-$46	–	216
2019 Q3	$46	Sell	628 -220	-26%	-$16K	﹤0.01%	304
2019 Q2	$61K	Sell	848 -1,434	-63%	-$104K	0.03%	214
2019 Q1	$167K	Sell	2,282 -376	-14%	-$26.5K	0.08%	149
2018 Q4	$182K	Hold	2,658	–	–	0.09%	140
2018 Q3	$192K	Sell	2,658 -1,017	-28%	-$73K	0.1%	132
2018 Q2	$257K	Sell	3,675 -2,088	-36%	-$144K	0.15%	120
2018 Q1	$393K	Sell	5,763 -1,379	-19%	-$97.8K	0.2%	124
2017 Q4	$505K	Buy	+7,142	New	+$510K	0.28%	110

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

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

Strategic Wealth Partners held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 408 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Strategic Wealth Partners first reported a position in DHS in Q4 2017 and has held it in 13 quarters since. The position peaked at $505K in Q4 2017. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Strategic Wealth Partners held 408 shares of WisdomTree US High Dividend Fund worth $46.4K as of Q2 2026.
Strategic Wealth Partners left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #539 holding.
Strategic Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's WisdomTree US High Dividend Fund position peaked at $505K in Q4 2017.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.