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

Westfuller 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
Q1 		– Sell
-614
Closed -$62.5K – 762
2025
Q4 		$62.5K Buy
614
+6
+1% +$605 0.03% 277
2025
Q3 		$61.2K Buy
+608
New +$60.4K 0.03% 269

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Westfuller Advisors's DHS Position: Q1 2026 in Review

Westfuller Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2026, closing a stake of 614 shares — an estimated $62.5K sold.

Westfuller Advisors first reported a position in DHS in Q3 2025 and held it in 2 quarters. The position peaked at $62.5K in Q4 2025. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Westfuller Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Westfuller Advisors sold 614 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $62.5K.
  • Westfuller Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2025 and held it in 2 quarters.
  • Westfuller Advisors's WisdomTree US High Dividend Fund position peaked at $62.5K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.