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

Stratos 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 		$7.57M Buy
66,622
+2,557
+4% +$285K 0.08% 262
2026
Q1 		$7M Buy
64,065
+60,204
+1,559% +$6.54M 0.08% 260
2025
Q4 		$393K Sell
3,861
-23
-0.6% -$2.32K ﹤0.01% 1144
2025
Q3 		$391K Sell
3,884
-409
-10% -$40.6K ﹤0.01% 1126
2025
Q2 		$412K Sell
4,293
-600
-12% -$56.3K 0.01% 1001
2025
Q1 		$485K Buy
4,893
+1
+0% +$97 0.01% 899
2024
Q4 		$457K Buy
4,892
+1
+0% +$96 0.01% 977
2024
Q3 		$459K Buy
+4,891
New +$441K 0.01% 967
2023
Q1 		– Sell
-2,635
Closed -$227K – 1148
2022
Q4 		$227K Sell
2,635
-846
-24% -$71.6K 0.01% 996
2022
Q3 		$264K Sell
3,481
-54,565
-94% -$4.53M 0.01% 914
2022
Q2 		$4.78M Buy
+58,046
New +$5.06M 0.12% 172
2019
Q4 		– Sell
-2,951
Closed -$220K – 988
2019
Q3 		$220K Sell
2,951
-38
-1% -$2.77K 0.01% 849
2019
Q2 		$218K Hold
2,989
– – 0.01% 849
2019
Q1 		$217K Buy
+2,989
New +$210K 0.01% 836
2018
Q4 		– Sell
-2,988
Closed -$216K – 1196
2018
Q3 		$216K Hold
2,988
– – 0.01% 814
2018
Q2 		$209K Hold
2,988
– – 0.01% 881
2018
Q1 		$204K Sell
2,988
-4,007
-57% -$284K 0.01% 887
2017
Q4 		$509K Buy
6,995
+799
+13% +$57.1K 0.02% 519
2017
Q3 		$433K Buy
6,196
+217
+4% +$14.9K 0.02% 551
2017
Q2 		$409K Buy
+5,979
New +$409K 0.02% 523

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

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

Stratos Wealth Partners increased its WisdomTree US High Dividend Fund (DHS) stake by 4% in Q2 2026, buying an estimated $285K and bringing the position to 66,622 shares worth $7.57M. The position accounts for 0.08% of the portfolio, ranked #262.

Stratos Wealth Partners first reported a position in DHS in Q2 2017 and has held it in 20 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Stratos Wealth Partners held 66,622 shares of WisdomTree US High Dividend Fund worth $7.57M as of Q2 2026.
  • Stratos Wealth Partners bought 2,557 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $285K.
  • WisdomTree US High Dividend Fund made up 0.08% of Stratos Wealth Partners's portfolio in Q2 2026, its #262 holding.
  • Stratos Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q2 2017 and has held it in 20 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.