Wealth Enhancement Advisory Services
DHS icon

Wealth Enhancement Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wealth Enhancement Advisory Services’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 		$387K Sell
3,369
-173
-5% -$19.3K ﹤0.01% 2947
2026
Q1 		$385K Sell
3,542
-3,359
-49% -$365K ﹤0.01% 2546
2025
Q4 		$713K Sell
6,901
-550
-7% -$55.4K ﹤0.01% 2201
2025
Q3 		$751K Sell
7,451
-2,875
-28% -$285K ﹤0.01% 2052
2025
Q2 		$1.01M Sell
10,326
-2,201
-18% -$207K ﹤0.01% 1746
2025
Q1 		$1.24M Buy
12,527
+6,591
+111% +$637K ﹤0.01% 1501
2024
Q4 		$554K Buy
+5,936
New +$571K ﹤0.01% 1921
2024
Q3 		– Sell
-2,607
Closed -$221K – 2826
2024
Q2 		$221K Buy
2,607
+130
+5% +$11K ﹤0.01% 2214
2024
Q1 		$215K Sell
2,477
-152
-6% -$12.5K ﹤0.01% 2147
2023
Q4 		$216K Buy
+2,629
New +$206K ﹤0.01% 2043

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

Wealth Enhancement Advisory Services's DHS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree US High Dividend Fund (DHS) stake by 4.9% in Q2 2026, selling an estimated $19.3K and leaving 3,369 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Wealth Enhancement Advisory Services first reported a position in DHS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2025. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,369 shares of WisdomTree US High Dividend Fund worth $387K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 173 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $19.3K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2947 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US High Dividend Fund position peaked at $1.24M in Q1 2025.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.