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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
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 +$9.89M 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

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

Win Advisors's DHS Position: Q1 2026 in Review

Win Advisors opened a new position in WisdomTree US High Dividend Fund (DHS) in Q1 2026: 75,972 shares worth $8.3M. The stake represents 3.8% of the portfolio and ranks #10 among its holdings. This is a return to the name: Win Advisors previously reported a position in DHS as recently as Q1 2025.

Win Advisors first reported a position in DHS in Q3 2023 and has held it in 3 quarters since. The position peaked at $10.1M in Q1 2025. 248 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • Win Advisors held 75,972 shares of WisdomTree US High Dividend Fund worth $8.3M as of Q1 2026.
  • WisdomTree US High Dividend Fund was a new Win Advisors position in Q1 2026.
  • WisdomTree US High Dividend Fund made up 3.8% of Win Advisors's portfolio in Q1 2026, its #10 holding.
  • Win Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and has held it in 3 quarters since.
  • Win Advisors's WisdomTree US High Dividend Fund position peaked at $10.1M in Q1 2025.
  • 248 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.