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Waverly Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Waverly 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 		$1.05M Buy
9,245
+7
+0.1% +$780 0.01% 879
2026
Q1 		$1.01M Sell
9,238
-284
-3% -$30.9K 0.01% 829
2025
Q4 		$970K Sell
9,522
-742
-7% -$74.8K 0.01% 775
2025
Q3 		$1.03M Sell
10,264
-8
-0.1% -$794 0.01% 630
2025
Q2 		$986K Sell
10,272
-15
-0.1% -$1.41K 0.01% 620
2025
Q1 		$1.02M Sell
10,287
-172
-2% -$16.6K 0.01% 601
2024
Q4 		$976K Sell
10,459
-156
-1% -$15K 0.02% 516
2024
Q3 		$996K Buy
10,615
+4
+0% +$360 0.02% 444
2024
Q2 		$898K Sell
10,611
-1,023
-9% -$86.6K 0.02% 453
2024
Q1 		$1.01M Buy
+11,634
New +$958K 0.02% 365

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

Waverly Advisors's DHS Position: Q2 2026 in Review

Waverly Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.08% in Q2 2026, buying an estimated $780 and bringing the position to 9,245 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #879.

Waverly Advisors first reported a position in DHS in Q1 2024 and has held it in 10 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Waverly Advisors held 9,245 shares of WisdomTree US High Dividend Fund worth $1.05M as of Q2 2026.
  • Waverly Advisors bought 7 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $780.
  • WisdomTree US High Dividend Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #879 holding.
  • Waverly Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.