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Waterloo Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Waterloo Capital’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
2025
Q2 		– Sell
-6,458
Closed -$640K – 461
2025
Q1 		$640K Buy
+6,458
New +$624K 0.06% 215

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Waterloo Capital's DHS Position: Q2 2025 in Review

Waterloo Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2025, closing a stake of 6,458 shares — an estimated $640K sold.

Waterloo Capital first reported a position in DHS in Q1 2025 and held it in 1 quarter. The position peaked at $640K in Q1 2025. 231 funds tracked by Wall St. Rank hold DHS as of Q2 2025.

  • Waterloo Capital reported no remaining WisdomTree US High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Waterloo Capital sold 6,458 WisdomTree US High Dividend Fund shares in Q2 2025, an estimated $640K.
  • Waterloo Capital first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Waterloo Capital's WisdomTree US High Dividend Fund position peaked at $640K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.

Based on Waterloo Capital's 13F filing for Q2 2025, filed 12 Aug 2025.