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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
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

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

CoreCap Advisors's DHS Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 21% in Q2 2026, selling an estimated $46.4K and leaving 1,608 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #893.

CoreCap Advisors first reported a position in DHS in Q1 2024 and has held it in 10 quarters since. The position peaked at $221K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • CoreCap Advisors held 1,608 shares of WisdomTree US High Dividend Fund worth $183K as of Q2 2026.
  • CoreCap Advisors sold 417 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $46.4K.
  • WisdomTree US High Dividend Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #893 holding.
  • CoreCap Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's WisdomTree US High Dividend Fund position peaked at $221K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.