CAWM
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Capital Advisors Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Capital Advisors 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
Q3 		$416K Sell
3,714
-183
-5% -$21.4K 0.05% 157
2026
Q2 		$443K Buy
3,897
+63
+2% +$7.02K 0.05% 150
2026
Q1 		$419K Buy
3,834
+24
+0.6% +$2.61K 0.06% 147
2025
Q4 		$388K Buy
3,810
+84
+2% +$8.46K 0.05% 146
2025
Q3 		$375K Buy
3,726
+29
+0.8% +$2.88K 0.05% 143
2025
Q2 		$355K Buy
3,697
+134
+4% +$12.6K 0.06% 139
2025
Q1 		$353K Buy
3,563
+21
+0.6% +$2.03K 0.06% 127
2024
Q4 		$331K Buy
3,542
+107
+3% +$10.3K 0.06% 127
2024
Q3 		$322K Buy
3,435
+29
+0.9% +$2.61K 0.06% 124
2024
Q2 		$288K Buy
3,406
+36
+1% +$3.05K 0.06% 123
2024
Q1 		$292K Buy
3,370
+22
+0.7% +$1.81K 0.06% 118
2023
Q4 		$275K Buy
3,348
+326
+11% +$25.5K 0.06% 114
2023
Q3 		$236K Sell
3,022
-168
-5% -$13.5K 0.06% 115
2023
Q2 		$254K Sell
3,190
-93
-3% -$7.44K 0.06% 111
2023
Q1 		$270K Buy
3,283
+53
+2% +$4.53K 0.07% 107
2022
Q4 		$278K Buy
3,230
+32
+1% +$2.71K 0.08% 98
2022
Q3 		$242K Sell
3,198
-166
-5% -$13.8K 0.08% 102
2022
Q2 		$277K Buy
3,364
+37
+1% +$3.23K 0.09% 90
2022
Q1 		$293K Buy
3,327
+10
+0.3% +$854 0.09% 94
2021
Q4 		$274K Sell
3,317
-2,010
-38% -$160K 0.08% 98
2021
Q3 		$410K Sell
5,327
-3
-0.1% -$238 0.15% 74
2021
Q2 		$417K Sell
5,330
-238
-4% -$18.8K 0.15% 67
2021
Q1 		$425K Buy
+5,568
New +$402K 0.18% 59

Other funds holding DHS

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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
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

Capital Advisors Wealth Management's DHS Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 4.7% in Q3 2026, selling an estimated $21.4K and leaving 3,714 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #157.

Capital Advisors Wealth Management first reported a position in DHS in Q1 2021 and has held it in 23 quarters since. The position peaked at $443K in Q2 2026. 11 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Capital Advisors Wealth Management held 3,714 shares of WisdomTree US High Dividend Fund worth $416K as of Q3 2026.
  • Capital Advisors Wealth Management sold 183 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $21.4K.
  • WisdomTree US High Dividend Fund made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Capital Advisors Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's WisdomTree US High Dividend Fund position peaked at $443K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.