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
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

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

Capital Advisors Wealth Management's DHS Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 1.6% in Q2 2026, buying an estimated $7.02K and bringing the position to 3,897 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #150.

Capital Advisors Wealth Management first reported a position in DHS in Q1 2021 and has held it in 22 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Capital Advisors Wealth Management held 3,897 shares of WisdomTree US High Dividend Fund worth $443K as of Q2 2026.
  • Capital Advisors Wealth Management bought 63 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $7.02K.
  • WisdomTree US High Dividend Fund made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Capital Advisors Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.