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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
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

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
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

Friday Financial's DHS Position: Q2 2026 in Review

Friday Financial held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2026 at 2,754 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #87.

Friday Financial first reported a position in DHS in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Friday Financial held 2,754 shares of WisdomTree US High Dividend Fund worth $318K as of Q2 2026.
  • Friday Financial left its WisdomTree US High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US High Dividend Fund made up 0.09% of Friday Financial's portfolio in Q2 2026, its #87 holding.
  • Friday Financial first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.