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

CV 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	$216K	Hold	1,900	–	–	0.04%	126
2026 Q1	$208K	Buy	+1,900	New	+$206K	0.06%	45

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CV Advisors's DHS Position: Q2 2026 in Review

CV Advisors held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 1,900 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #126.

CV Advisors first reported a position in DHS in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

CV Advisors held 1,900 shares of WisdomTree US High Dividend Fund worth $216K as of Q2 2026.
CV Advisors left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
WisdomTree US High Dividend Fund made up 0.04% of CV Advisors's portfolio in Q2 2026, its #126 holding.
CV Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.