U.S. Capital Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

U.S. Capital Wealth 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	$614K	Hold	5,624	–	–	0.02%	634
2025 Q4	$573K	Hold	5,624	–	–	0.02%	628
2025 Q3	$567K	Hold	5,624	–	–	0.02%	606
2025 Q2	$540K	Hold	5,624	–	–	0.02%	575
2025 Q1	$558K	Hold	5,624	–	–	0.02%	567
2024 Q4	$525K	Hold	5,624	–	–	0.02%	549
2024 Q3	$528K	Hold	5,624	–	–	0.02%	463
2024 Q2	$476K	Hold	5,624	–	–	0.02%	469
2024 Q1	$487K	Hold	5,624	–	–	0.02%	472
2023 Q4	$462K	Hold	5,624	–	–	0.02%	466
2023 Q3	$439K	Hold	5,624	–	–	0.02%	454
2023 Q2	$448K	Hold	5,624	–	–	0.02%	457
2023 Q1	$463K	Buy	+5,624	New	+$480K	0.02%	443

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

U.S. Capital Wealth Advisors's DHS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2026 at 5,624 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #634.

U.S. Capital Wealth Advisors first reported a position in DHS in Q1 2023 and has held it in 13 quarters since. 250 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

U.S. Capital Wealth Advisors held 5,624 shares of WisdomTree US High Dividend Fund worth $614K as of Q1 2026.
U.S. Capital Wealth Advisors left its WisdomTree US High Dividend Fund share count unchanged in Q1 2026.
WisdomTree US High Dividend Fund made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #634 holding.
U.S. Capital Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 13 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.