EF
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Evanson Financial’s WisdomTree US High Dividend Fund DHS Stock Holding History

Evanson Financial’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 		$8.67M Buy
+76,243
New +$8.49M 0.42% 34

Other funds holding DHS

FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return