AWE
DHS icon

Avidian Wealth Enterprises’s WisdomTree US High Dividend Fund DHS Stock Holding History

Avidian Wealth Enterprises’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 		$3.41M Sell
30,414
-2
-0% -$233 0.09% 141
2026
Q2 		$3.46M Sell
30,416
-993
-3% -$111K 0.1% 140
2026
Q1 		$3.43M Buy
+31,409
New +$3.41M 0.11% 130

Other funds holding DHS

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's DHS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.01% in Q3 2026, selling an estimated $233 and leaving 30,414 shares worth $3.41M. The position accounts for 0.09% of the portfolio, ranked #141.

Avidian Wealth Enterprises first reported a position in DHS in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.46M in Q2 2026. 11 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Avidian Wealth Enterprises held 30,414 shares of WisdomTree US High Dividend Fund worth $3.41M as of Q3 2026.
  • Avidian Wealth Enterprises sold 2 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $233.
  • WisdomTree US High Dividend Fund made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #141 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's WisdomTree US High Dividend Fund position peaked at $3.46M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.