AWM
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Avior Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Avior Wealth Management’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 		$511K Sell
4,496
-88
-2% -$9.8K 0.01% 512
2026
Q1 		$501K Sell
4,584
-1
-0% -$109 0.01% 535
2025
Q4 		$467K Sell
4,585
-11
-0.2% -$1.11K 0.01% 479
2025
Q3 		$463K Sell
4,596
-305
-6% -$30.3K 0.01% 465
2025
Q2 		$470K Sell
4,901
-47
-0.9% -$4.41K 0.02% 447
2025
Q1 		$491K Sell
4,948
-141
-3% -$13.6K 0.02% 412
2024
Q4 		$475K Hold
5,089
– – 0.02% 463
2024
Q3 		$477K Sell
5,089
-1,505
-23% -$136K 0.02% 459
2024
Q2 		$558K Buy
6,594
+1,380
+26% +$117K 0.02% 407
2024
Q1 		$452K Buy
5,214
+3,379
+184% +$278K 0.02% 480
2023
Q4 		$151K Sell
1,835
-2,551
-58% -$200K 0.01% 553
2023
Q3 		$342K Buy
4,386
+112
+3% +$9.02K 0.02% 415
2023
Q2 		$340K Buy
4,274
+213
+5% +$17K 0.02% 426
2023
Q1 		$334K Buy
4,061
+2,226
+121% +$190K 0.02% 434
2022
Q4 		$158K Hold
1,835
– – 0.01% 498
2022
Q3 		$139K Hold
1,835
– – 0.01% 492
2022
Q2 		$151K Hold
1,835
– – 0.02% 453
2022
Q1 		$161K Hold
1,835
– – 0.01% 452
2021
Q4 		$151K Hold
1,835
– – 0.01% 455
2021
Q3 		$141K Hold
1,835
– – 0.01% 449
2021
Q2 		$143K Sell
1,835
-1
-0.1% -$79 0.01% 432
2021
Q1 		$140K Buy
1,836
+1
+0.1% +$72 0.02% 427
2020
Q4 		$127K Hold
1,835
– – 0.02% 418
2020
Q3 		$114K Hold
1,835
– – 0.02% 432
2020
Q2 		$114K Hold
1,835
– – 0.02% 427
2020
Q1 		$103K Buy
+1,835
New +$128K 0.02% 412
2018
Q2 		– Sell
-375
Closed -$26K – 794
2018
Q1 		$26K Buy
+375
New +$26.6K 0.01% 527

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

Avior Wealth Management's DHS Position: Q2 2026 in Review

Avior Wealth Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 1.9% in Q2 2026, selling an estimated $9.8K and leaving 4,496 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #512.

Avior Wealth Management first reported a position in DHS in Q1 2018 and has held it in 27 quarters since. The position peaked at $558K in Q2 2024. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Avior Wealth Management held 4,496 shares of WisdomTree US High Dividend Fund worth $511K as of Q2 2026.
  • Avior Wealth Management sold 88 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $9.8K.
  • WisdomTree US High Dividend Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Avior Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2018 and has held it in 27 quarters since.
  • Avior Wealth Management's WisdomTree US High Dividend Fund position peaked at $558K in Q2 2024.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.