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 Q3	$560K	Buy	5,002 +44	+0.9%	+$5.14K	0.04%	340
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avestar Capital's DHS Position: Q3 2026 in Review

Avestar Capital increased its WisdomTree US High Dividend Fund (DHS) stake by 0.89% in Q3 2026, buying an estimated $5.14K and bringing the position to 5,002 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #340.

Avestar Capital first reported a position in DHS in Q4 2024 and has held it in 8 quarters since. The position peaked at $564K in Q2 2026. 214 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

Avestar Capital held 5,002 shares of WisdomTree US High Dividend Fund worth $560K as of Q3 2026.
Avestar Capital bought 44 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $5.14K.
WisdomTree US High Dividend Fund made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #340 holding.
Avestar Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Avestar Capital's WisdomTree US High Dividend Fund position peaked at $564K in Q2 2026.
214 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.