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

World Investment 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	$1.67M	Sell	15,304 -14	-0.1%	-$1.56K	0.03%	536
2026 Q1	$1.67M	Sell	15,318 -28	-0.2%	-$3.04K	0.03%	540
2025 Q4	$1.56M	Sell	15,346 -460	-3%	-$46.3K	0.03%	546
2025 Q3	$1.59M	Sell	15,806 -17	-0.1%	-$1.69K	0.03%	457
2025 Q2	$1.52M	Sell	15,823 -200	-1%	-$18.8K	0.03%	428
2025 Q1	$1.59M	Sell	16,023 -285	-2%	-$27.5K	0.04%	396
2024 Q4	$1.52M	Hold	16,308	–	–	0.04%	385
2024 Q3	$1.53M	Buy	+16,308	New	+$1.47M	0.05%	349

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

World Investment Advisors's DHS Position: Q2 2026 in Review

World Investment Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.09% in Q2 2026, selling an estimated $1.56K and leaving 15,304 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #536.

World Investment Advisors first reported a position in DHS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

World Investment Advisors held 15,304 shares of WisdomTree US High Dividend Fund worth $1.67M as of Q2 2026.
World Investment Advisors sold 14 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $1.56K.
WisdomTree US High Dividend Fund made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #536 holding.
World Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's WisdomTree US High Dividend Fund position peaked at $1.67M in Q1 2026.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.