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

Avestar 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	$564K	Hold	4,958	–	–	0.03%	352
2026 Q1	$542K	Buy	4,958 +410	+9%	+$44.6K	0.03%	335
2025 Q4	$463K	Buy	4,548 +109	+2%	+$11K	0.03%	353
2025 Q3	$447K	Hold	4,439	–	–	0.03%	356
2025 Q2	$426K	Hold	4,439	–	–	0.03%	342
2025 Q1	$440K	Hold	4,439	–	–	0.04%	307
2024 Q4	$415K	Buy	+4,439	New	+$427K	0.04%	320

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

Avestar Capital's DHS Position: Q2 2026 in Review

Avestar Capital held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 4,958 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #352.

Avestar Capital first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Avestar Capital held 4,958 shares of WisdomTree US High Dividend Fund worth $564K as of Q2 2026.
Avestar Capital left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #352 holding.
Avestar Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.