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

Win 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	–	Sell	-75,972	Closed	-$8.3M	–	82
2026 Q1	$8.3M	Buy	+75,972	New	+$8.26M	3.8%	10
2025 Q2	–	Sell	-102,291	Closed	-$10.1M	–	56
2025 Q1	$10.1M	Buy	+102,291	New	+$9.9M	5.21%	6
2023 Q4	–	Sell	-55,716	Closed	-$4.35M	–	59
2023 Q3	$4.35M	Buy	+55,716	New	+$4.49M	2.13%	15

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Win Advisors's DHS Position: Q2 2026 in Review

Win Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 75,972 shares — an estimated $8.3M sold.

Win Advisors first reported a position in DHS in Q3 2023 and held it in 3 quarters. The position peaked at $10.1M in Q1 2025. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Win Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 75,972 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $8.3M.
Win Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and held it in 3 quarters.
Win Advisors's WisdomTree US High Dividend Fund position peaked at $10.1M in Q1 2025.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.