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

Avant 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 		$211K Sell
1,859
-34
-2% -$3.79K 0.13% 82
2026
Q1 		$207K Sell
1,893
-378
-17% -$41.1K 0.15% 74
2025
Q4 		$231K Sell
2,271
-99
-4% -$9.97K 0.16% 72
2025
Q3 		$239K Sell
2,370
-80
-3% -$7.94K 0.17% 70
2025
Q2 		$235K Sell
2,450
-80
-3% -$7.51K 0.18% 62
2025
Q1 		$251K Buy
2,530
+4
+0.2% +$387 0.21% 54
2024
Q4 		$236K Buy
+2,526
New +$243K 0.2% 58
2023
Q3 		$233K Buy
2,985
+7
+0.2% +$564 0.27% 49
2023
Q2 		$237K Sell
2,978
-151
-5% -$12.1K 0.26% 49
2023
Q1 		$257K Sell
3,129
-82
-3% -$7K 0.3% 51
2022
Q4 		$276K Sell
3,211
-375
-10% -$31.7K 0.34% 49
2022
Q3 		$272K Sell
3,586
-369
-9% -$30.6K 0.37% 44
2022
Q2 		$325K Buy
3,955
+406
+11% +$35.4K 0.42% 44
2022
Q1 		$313K Buy
3,549
+5
+0.1% +$427 0.35% 44
2021
Q4 		$293K Buy
+3,544
New +$282K 0.32% 46

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avant Capital's DHS Position: Q2 2026 in Review

Avant Capital reduced its WisdomTree US High Dividend Fund (DHS) stake by 1.8% in Q2 2026, selling an estimated $3.79K and leaving 1,859 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #82.

Avant Capital first reported a position in DHS in Q4 2021 and has held it in 15 quarters since. The position peaked at $325K in Q2 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Avant Capital held 1,859 shares of WisdomTree US High Dividend Fund worth $211K as of Q2 2026.
  • Avant Capital sold 34 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $3.79K.
  • WisdomTree US High Dividend Fund made up 0.13% of Avant Capital's portfolio in Q2 2026, its #82 holding.
  • Avant Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 15 quarters since.
  • Avant Capital's WisdomTree US High Dividend Fund position peaked at $325K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.