Founders Financial Securities
DHS icon

Founders Financial Securities’s WisdomTree US High Dividend Fund DHS Stock Holding History

Founders Financial Securities’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 		$233K Sell
2,084
-5
-0.2% -$584 0.01% 533
2026
Q2 		$237K Hold
2,089
– – 0.01% 508
2026
Q1 		$231K Hold
2,089
– – 0.01% 494
2025
Q4 		$213K Buy
+2,089
New +$210K 0.01% 536

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

Founders Financial Securities's DHS Position: Q3 2026 in Review

Founders Financial Securities reduced its WisdomTree US High Dividend Fund (DHS) stake by 0.24% in Q3 2026, selling an estimated $584 and leaving 2,084 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #533.

Founders Financial Securities first reported a position in DHS in Q4 2025 and has held it in 4 quarters since. The position peaked at $237K in Q2 2026. 214 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Founders Financial Securities held 2,084 shares of WisdomTree US High Dividend Fund worth $233K as of Q3 2026.
  • Founders Financial Securities sold 5 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $584.
  • WisdomTree US High Dividend Fund made up 0.01% of Founders Financial Securities's portfolio in Q3 2026, its #533 holding.
  • Founders Financial Securities first reported a position in WisdomTree US High Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Founders Financial Securities's WisdomTree US High Dividend Fund position peaked at $237K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.