AlphaCore Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

AlphaCore Capital’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	$539K	Buy	+4,742	New	+$528K	0.01%	657
2021 Q4	–	Sell	-442	Closed	-$34K	–	101
2021 Q3	$34K	Buy	+442	New	+$35K	0.02%	88
2020 Q3	–	Sell	-420	Closed	-$26K	–	63
2020 Q2	$26K	Sell	420 -800	-66%	-$49.2K	0.03%	53
2020 Q1	$69K	Sell	1,220 -5,914	-83%	-$414K	0.05%	91
2019 Q4	$548K	Buy	+7,134	New	+$538K	0.33%	33

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

AlphaCore Capital's DHS Position: Q2 2026 in Review

AlphaCore Capital opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 4,742 shares worth $539K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in DHS as recently as Q3 2021.

AlphaCore Capital first reported a position in DHS in Q4 2019 and has held it in 5 quarters since. The position peaked at $548K in Q4 2019. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

AlphaCore Capital held 4,742 shares of WisdomTree US High Dividend Fund worth $539K as of Q2 2026.
WisdomTree US High Dividend Fund was a new AlphaCore Capital position in Q2 2026.
WisdomTree US High Dividend Fund made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #657 holding.
AlphaCore Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 5 quarters since.
AlphaCore Capital's WisdomTree US High Dividend Fund position peaked at $548K in Q4 2019.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.