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

Friday Financial’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	$309K	Hold	2,754	–	–	0.06%	96
2026 Q2	$318K	Hold	2,754	–	–	0.09%	87
2026 Q1	$301K	Hold	2,754	–	–	0.1%	80
2025 Q4	$280K	Hold	2,754	–	–	0.1%	82
2025 Q3	$277K	Hold	2,754	–	–	0.12%	83
2025 Q2	$264K	Hold	2,754	–	–	0.13%	76
2025 Q1	$271K	Buy	2,754 +260	+10%	+$25.1K	0.16%	63
2024 Q4	$233K	Buy	+2,494	New	+$240K	0.16%	59

Other funds holding DHS

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Friday Financial's DHS Position: Q3 2026 in Review

Friday Financial held its WisdomTree US High Dividend Fund (DHS) position steady in Q3 2026 at 2,754 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #96.

Friday Financial first reported a position in DHS in Q4 2024 and has held it in 8 quarters since. The position peaked at $318K in Q2 2026. 53 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

Friday Financial held 2,754 shares of WisdomTree US High Dividend Fund worth $309K as of Q3 2026.
Friday Financial left its WisdomTree US High Dividend Fund share count unchanged in Q3 2026.
WisdomTree US High Dividend Fund made up 0.06% of Friday Financial's portfolio in Q3 2026, its #96 holding.
Friday Financial first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Friday Financial's WisdomTree US High Dividend Fund position peaked at $318K in Q2 2026.
53 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.