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United Capital Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

United Capital Financial 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 		$357K Hold
3,141
– – ﹤0.01% 1292
2026
Q1 		$343K Buy
3,141
+241
+8% +$26.2K ﹤0.01% 1269
2025
Q4 		$295K Hold
2,900
– – ﹤0.01% 1175
2025
Q3 		$292K Sell
2,900
-300
-9% -$29.8K ﹤0.01% 1027
2025
Q2 		$307K Hold
3,200
– – ﹤0.01% 914
2025
Q1 		$317K Sell
3,200
-400
-11% -$38.7K ﹤0.01% 874
2024
Q4 		$336K Sell
3,600
-1,488
-29% -$143K ﹤0.01% 848
2024
Q3 		$477K Hold
5,088
– – ﹤0.01% 739
2024
Q2 		$430K Sell
5,088
-200
-4% -$16.9K ﹤0.01% 740
2024
Q1 		$458K Hold
5,288
– – ﹤0.01% 756
2023
Q4 		$435K Sell
5,288
-3,730
-41% -$292K ﹤0.01% 757
2023
Q3 		$704K Buy
9,018
+200
+2% +$16.1K ﹤0.01% 578
2023
Q2 		$702K Sell
8,818
-1,000
-10% -$80K ﹤0.01% 624
2023
Q1 		$808K Buy
9,818
+4,075
+71% +$348K ﹤0.01% 633
2022
Q4 		$494K Buy
5,743
+205
+4% +$17.4K ﹤0.01% 759
2022
Q3 		$420K Buy
5,538
+650
+13% +$53.9K ﹤0.01% 798
2022
Q2 		$402K Hold
4,888
– – ﹤0.01% 849
2022
Q1 		$431K Hold
4,888
– – ﹤0.01% 880
2021
Q4 		$403K Hold
4,888
– – ﹤0.01% 922
2021
Q3 		$376K Sell
4,888
-158
-3% -$12.5K ﹤0.01% 943
2021
Q2 		$395K Sell
5,046
-450
-8% -$35.5K ﹤0.01% 938
2021
Q1 		$419K Hold
5,496
– – ﹤0.01% 897
2020
Q4 		$381K Sell
5,496
-50
-0.9% -$3.34K ﹤0.01% 926
2020
Q3 		$347K Sell
5,546
-156
-3% -$9.93K ﹤0.01% 916
2020
Q2 		$355K Buy
5,702
+164
+3% +$10.1K ﹤0.01% 966
2020
Q1 		$313K Hold
5,538
– – ﹤0.01% 960
2019
Q4 		$425K Hold
5,538
– – ﹤0.01% 1040
2019
Q3 		$412K Sell
5,538
-6,116
-52% -$446K ﹤0.01% 1000
2019
Q2 		$848K Sell
11,654
-1,400
-11% -$101K 0.01% 869
2019
Q1 		$946K Sell
13,054
-100
-0.8% -$7.04K 0.01% 785
2018
Q4 		$857K Hold
13,154
– – 0.01% 757
2018
Q3 		$949K Sell
13,154
-1,300
-9% -$93.4K 0.01% 796
2018
Q2 		$1.01M Buy
14,454
+1,316
+10% +$90.9K 0.01% 760
2018
Q1 		$895K Hold
13,138
– – 0.01% 797
2017
Q4 		$957K Sell
13,138
-1,100
-8% -$78.6K 0.01% 792
2017
Q3 		$995K Hold
14,238
– – 0.01% 777
2017
Q2 		$973K Hold
14,238
– – 0.01% 772
2017
Q1 		$975K Sell
14,238
-1,150
-7% -$78.2K 0.01% 753
2016
Q4 		$1.04M Hold
15,388
– – 0.01% 746
2016
Q3 		$1.02M Hold
15,388
– – 0.01% 766
2016
Q2 		$1.03M Buy
15,388
+50
+0.3% +$3.2K 0.01% 725
2016
Q1 		$971K Sell
15,338
-600
-4% -$35.5K 0.01% 702
2015
Q4 		$942K Hold
15,938
– – 0.01% 708
2015
Q3 		$886K Buy
15,938
+300
+2% +$17.4K 0.01% 725
2015
Q2 		$930K Sell
15,638
-5,287
-25% -$324K 0.01% 736
2015
Q1 		$1.29M Buy
20,925
+5,077
+32% +$312K 0.02% 674
2014
Q4 		$976K Buy
15,848
+1,018
+7% +$61.7K 0.01% 656
2014
Q3 		$879K Buy
14,830
+230
+2% +$13.7K 0.02% 639
2014
Q2 		$867K Buy
14,600
+3,137
+27% +$181K 0.02% 586
2014
Q1 		$648K Buy
11,463
+1,712
+18% +$93.6K 0.01% 584
2013
Q4 		$537K Sell
9,751
-1,309
-12% -$70.9K 0.02% 422
2013
Q3 		$575K Sell
11,060
-367
-3% -$19.3K 0.02% 417
2013
Q2 		$591K Buy
+11,427
New +$599K 0.02% 483

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

United Capital Financial Advisors's DHS Position: Q2 2026 in Review

United Capital Financial Advisors held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 3,141 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

United Capital Financial Advisors first reported a position in DHS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q1 2015. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • United Capital Financial Advisors held 3,141 shares of WisdomTree US High Dividend Fund worth $357K as of Q2 2026.
  • United Capital Financial Advisors left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1292 holding.
  • United Capital Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's WisdomTree US High Dividend Fund position peaked at $1.29M in Q1 2015.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.