FFG Retirement Advisors
DHS icon

FFG Retirement Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

FFG Retirement 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 		$5.03M Buy
44,944
+157
+0.4% +$18.3K 2.68% 13
2026
Q2 		$5.09M Buy
44,787
+458
+1% +$51K 2.7% 18
2026
Q1 		$4.84M Buy
44,329
+1,676
+4% +$182K 2.82% 14
2025
Q4 		$4.34M Sell
42,653
-388
-0.9% -$39.1K 2.69% 15
2025
Q3 		$4.34M Buy
43,041
+6,351
+17% +$630K 2.69% 15
2025
Q2 		$3.52M Buy
36,690
+521
+1% +$48.9K 2.21% 18
2025
Q1 		$3.59M Sell
36,169
-1,161
-3% -$112K 2.44% 16
2024
Q4 		$3.49M Sell
37,330
-319
-0.8% -$30.7K 2.28% 19
2024
Q3 		$3.53M Buy
37,649
+2,528
+7% +$228K 2.3% 15
2024
Q2 		$2.97M Sell
35,121
-935
-3% -$79.1K 2.07% 15
2024
Q1 		$3.12M Buy
36,056
+2,199
+6% +$181K 2.2% 16
2023
Q4 		$2.78M Buy
33,857
+257
+0.8% +$20.1K 2.15% 18
2023
Q3 		$2.62M Buy
33,600
+728
+2% +$58.7K 2.18% 19
2023
Q2 		$2.62M Buy
32,872
+1,280
+4% +$102K 2.09% 18
2023
Q1 		$2.6M Buy
+31,592
New +$2.7M 2.23% 16

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

FFG Retirement Advisors's DHS Position: Q3 2026 in Review

FFG Retirement Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 0.35% in Q3 2026, buying an estimated $18.3K and bringing the position to 44,944 shares worth $5.03M. The position accounts for 2.68% of the portfolio, ranked #13.

FFG Retirement Advisors first reported a position in DHS in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.09M in Q2 2026. 214 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • FFG Retirement Advisors held 44,944 shares of WisdomTree US High Dividend Fund worth $5.03M as of Q3 2026.
  • FFG Retirement Advisors bought 157 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $18.3K.
  • WisdomTree US High Dividend Fund made up 2.68% of FFG Retirement Advisors's portfolio in Q3 2026, its #13 holding.
  • FFG Retirement Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 15 quarters since.
  • FFG Retirement Advisors's WisdomTree US High Dividend Fund position peaked at $5.09M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on FFG Retirement Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.