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Catherine Avery Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Catherine Avery Investment 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 		$3.64K Buy
+32
New +$3.56K ﹤0.01% 142
2026
Q1 		– Sell
-32
Closed -$3.26K – 122
2025
Q4 		$3.26K Hold
32
– – ﹤0.01% 128
2025
Q3 		$3.22K Hold
32
– – ﹤0.01% 130
2025
Q2 		$3.07K Hold
32
– – ﹤0.01% 131
2025
Q1 		$3.17K Hold
32
– – ﹤0.01% 127
2024
Q4 		$2.99K Buy
+32
New +$3.08K ﹤0.01% 128

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

Catherine Avery Investment Management's DHS Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 32 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in DHS as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in DHS in Q4 2024 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Catherine Avery Investment Management held 32 shares of WisdomTree US High Dividend Fund worth $3.64K as of Q2 2026.
  • WisdomTree US High Dividend Fund was a new Catherine Avery Investment Management position in Q2 2026.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #142 holding.
  • Catherine Avery Investment Management first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.