VFO
DHS icon

Virtus Family Office’s WisdomTree US High Dividend Fund DHS Stock Holding History

Virtus Family Office’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 		$1.85M Buy
16,296
+1,032
+7% +$115K 1.46% 25
2026
Q1 		$1.67M Buy
15,264
+353
+2% +$38.4K 1.42% 24
2025
Q4 		$1.52M Sell
14,911
-84
-0.6% -$8.46K 1.31% 29
2025
Q3 		$1.51M Buy
14,995
+6,211
+71% +$617K 1.41% 30
2025
Q2 		$843K Sell
8,784
-6,003
-41% -$563K 1.08% 34
2025
Q1 		$1.47M Sell
14,787
-87
-0.6% -$8.41K 1.88% 22
2024
Q4 		$1.39M Buy
14,874
+11,197
+305% +$1.08M 1.74% 26
2024
Q3 		$345K Sell
3,677
-11
-0.3% -$991 0.46% 43
2024
Q2 		$312K Buy
3,688
+923
+33% +$78.1K 0.42% 43
2024
Q1 		$240K Buy
2,765
+63
+2% +$5.19K 0.38% 37
2023
Q4 		$222K Sell
2,702
-267
-9% -$20.9K 0.37% 39
2023
Q3 		$232K Buy
2,969
+135
+5% +$10.9K 0.42% 41
2023
Q2 		$226K Sell
2,834
-2,861
-50% -$229K 0.42% 41
2023
Q1 		$469K Sell
5,695
-11
-0.2% -$939 0.92% 30
2022
Q4 		$491K Buy
+5,706
New +$483K 1.1% 28

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

Virtus Family Office's DHS Position: Q2 2026 in Review

Virtus Family Office increased its WisdomTree US High Dividend Fund (DHS) stake by 6.8% in Q2 2026, buying an estimated $115K and bringing the position to 16,296 shares worth $1.85M. The position accounts for 1.46% of the portfolio, ranked #25.

Virtus Family Office first reported a position in DHS in Q4 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Virtus Family Office held 16,296 shares of WisdomTree US High Dividend Fund worth $1.85M as of Q2 2026.
  • Virtus Family Office bought 1,032 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree US High Dividend Fund made up 1.46% of Virtus Family Office's portfolio in Q2 2026, its #25 holding.
  • Virtus Family Office first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.