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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFG Retirement Advisors's DHS Position: Q2 2026 in Review

FFG Retirement Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 1% in Q2 2026, buying an estimated $51K and bringing the position to 44,787 shares worth $5.09M. The position accounts for 2.7% of the portfolio, ranked #18.

FFG Retirement Advisors first reported a position in DHS in Q1 2023 and has held it in 14 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • FFG Retirement Advisors held 44,787 shares of WisdomTree US High Dividend Fund worth $5.09M as of Q2 2026.
  • FFG Retirement Advisors bought 458 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $51K.
  • WisdomTree US High Dividend Fund made up 2.7% of FFG Retirement Advisors's portfolio in Q2 2026, its #18 holding.
  • FFG Retirement Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.