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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

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
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 $3.53B AUM 22.61% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 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. 36 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.
  • 36 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.