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Wealthspire Advisors (New York)’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wealthspire Advisors (New York)’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 		$594K Buy
5,222
+3,222
+161% +$359K ﹤0.01% 737
2026
Q1 		$218K Buy
+2,000
New +$217K ﹤0.01% 833

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

Wealthspire Advisors (New York)'s DHS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its WisdomTree US High Dividend Fund (DHS) stake by 161% in Q2 2026, buying an estimated $359K and bringing the position to 5,222 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Wealthspire Advisors (New York) first reported a position in DHS in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,222 shares of WisdomTree US High Dividend Fund worth $594K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 3,222 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $359K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #737 holding.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.