COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree US High Dividend Fund DHS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$19.8K	Buy	+174	New	+$19.4K	﹤0.01%	898

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DHS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 174 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings.

208 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 174 shares of WisdomTree US High Dividend Fund worth $19.8K as of Q2 2026.
WisdomTree US High Dividend Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #898 holding.
208 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.