FFA
DHS icon

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

Farther Finance 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
Q3 		$813K Sell
7,264
-925
-11% -$108K 0.01% 1254
2026
Q2 		$931K Buy
8,189
+7
+0.1% +$780 0.01% 1149
2026
Q1 		$889K Sell
8,182
-348
-4% -$37.8K 0.01% 1045
2025
Q4 		$869K Buy
8,530
+1,943
+29% +$196K 0.01% 968
2025
Q3 		$664K Buy
6,587
+329
+5% +$32.7K 0.01% 932
2025
Q2 		$601K Buy
6,258
+1,329
+27% +$125K 0.01% 824
2025
Q1 		$484K Buy
+4,929
New +$476K 0.01% 797

Other funds holding DHS

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's DHS Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 11% in Q3 2026, selling an estimated $108K and leaving 7,264 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1254.

Farther Finance Advisors first reported a position in DHS in Q1 2025 and has held it in 7 quarters since. The position peaked at $931K in Q2 2026. 8 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Farther Finance Advisors held 7,264 shares of WisdomTree US High Dividend Fund worth $813K as of Q3 2026.
  • Farther Finance Advisors sold 925 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $108K.
  • WisdomTree US High Dividend Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1254 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's WisdomTree US High Dividend Fund position peaked at $931K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.