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

Tranquility 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	$382K	Hold	3,357	–	–	0.13%	165
2026 Q1	$367K	Hold	3,357	–	–	0.14%	153
2025 Q4	$342K	Hold	3,357	–	–	0.12%	163
2025 Q3	$338K	Sell	3,357 -2,515	-43%	-$250K	0.11%	176
2025 Q2	$564K	Hold	5,872	–	–	0.2%	118
2025 Q1	$582K	Hold	5,872	–	–	0.22%	114
2024 Q4	$548K	Hold	5,872	–	–	0.21%	114
2024 Q3	$551K	Hold	5,872	–	–	0.2%	120
2024 Q2	$497K	Hold	5,872	–	–	0.19%	126
2024 Q1	$509K	Hold	5,872	–	–	0.2%	128
2023 Q4	$483K	Hold	5,872	–	–	0.2%	119
2023 Q3	$458K	Hold	5,872	–	–	0.2%	124
2023 Q2	$467K	Hold	5,872	–	–	0.2%	122
2023 Q1	$483K	Hold	5,872	–	–	0.23%	115
2022 Q4	$505K	Hold	5,872	–	–	0.26%	106
2022 Q3	$445K	Hold	5,872	–	–	0.25%	109
2022 Q2	$483K	Hold	5,872	–	–	0.25%	112
2022 Q1	$517K	Hold	5,872	–	–	0.24%	110
2021 Q4	$485K	Hold	5,872	–	–	0.22%	109
2021 Q3	$452K	Buy	+5,872	New	+$465K	0.23%	118

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

Tranquility Partners's DHS Position: Q2 2026 in Review

Tranquility Partners held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 3,357 shares worth $382K. The position accounts for 0.13% of the portfolio, ranked #165.

Tranquility Partners first reported a position in DHS in Q3 2021 and has held it in 20 quarters since. The position peaked at $582K in Q1 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Tranquility Partners held 3,357 shares of WisdomTree US High Dividend Fund worth $382K as of Q2 2026.
Tranquility Partners left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.13% of Tranquility Partners's portfolio in Q2 2026, its #165 holding.
Tranquility Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2021 and has held it in 20 quarters since.
Tranquility Partners's WisdomTree US High Dividend Fund position peaked at $582K in Q1 2025.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.