BFC Planning, Inc.’s WisdomTree US High Dividend Fund DHS Stock Holding History

BFC Planning, Inc.’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	$30.7K	Buy	+270	New	+$30.1K	﹤0.01%	1792

Other funds holding DHS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s DHS Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 270 shares worth $30.7K. The stake represents ﹤0.01% of the portfolio and ranks #1792 among its holdings.

254 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

BFC Planning, Inc. held 270 shares of WisdomTree US High Dividend Fund worth $30.7K as of Q2 2026.
WisdomTree US High Dividend Fund was a new BFC Planning, Inc. position in Q2 2026.
WisdomTree US High Dividend Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1792 holding.
254 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.