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

McGuire Capital 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
Q1 		– Sell
-35
Closed -$3.56K – 907
2025
Q4 		$3.56K Buy
+35
New +$3.53K ﹤0.01% 585

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
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

McGuire Capital Advisors's DHS Position: Q1 2026 in Review

McGuire Capital Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2026, closing a stake of 35 shares — an estimated $3.56K sold.

McGuire Capital Advisors first reported a position in DHS in Q4 2025 and held it in 1 quarter. The position peaked at $3.56K in Q4 2025. 250 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

  • McGuire Capital Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • McGuire Capital Advisors sold 35 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $3.56K.
  • McGuire Capital Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2025 and held it in 1 quarter.
  • McGuire Capital Advisors's WisdomTree US High Dividend Fund position peaked at $3.56K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on McGuire Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.