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CoreCap Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

CoreCap Advisors’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 		$179K Sell
1,602
-6
-0.4% -$700 0.01% 886
2026
Q2 		$183K Sell
1,608
-417
-21% -$46.4K 0.01% 893
2026
Q1 		$221K Buy
2,025
+909
+81% +$98.8K 0.01% 775
2025
Q4 		$114K Buy
1,116
+20
+2% +$2.02K ﹤0.01% 977
2025
Q3 		$110K Hold
1,096
– – ﹤0.01% 993
2025
Q2 		$105K Buy
1,096
+191
+21% +$17.9K ﹤0.01% 966
2025
Q1 		$89.7K Hold
905
– – ﹤0.01% 947
2024
Q4 		$84.5K Sell
905
-172
-16% -$16.5K ﹤0.01% 987
2024
Q3 		$101K Hold
1,077
– – ﹤0.01% 906
2024
Q2 		$91.1K Hold
1,077
– – 0.01% 528
2024
Q1 		$93.3K Buy
+1,077
New +$88.7K ﹤0.01% 867

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
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
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

CoreCap Advisors's DHS Position: Q3 2026 in Review

CoreCap Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.37% in Q3 2026, selling an estimated $700 and leaving 1,602 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #886.

CoreCap Advisors first reported a position in DHS in Q1 2024 and has held it in 11 quarters since. The position peaked at $221K in Q1 2026. 11 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • CoreCap Advisors held 1,602 shares of WisdomTree US High Dividend Fund worth $179K as of Q3 2026.
  • CoreCap Advisors sold 6 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $700.
  • WisdomTree US High Dividend Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #886 holding.
  • CoreCap Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's WisdomTree US High Dividend Fund position peaked at $221K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.