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

TFC Financial Management’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	$908K	Buy	7,986 +39	+0.5%	+$4.34K	0.1%	61
2026 Q1	$868K	Sell	7,947 -225	-3%	-$24.4K	0.11%	61
2025 Q4	$832K	Buy	8,172 +3,806	+87%	+$383K	0.1%	59
2025 Q3	$440K	Sell	4,366 -414	-9%	-$41.1K	0.06%	83
2025 Q2	$459K	Buy	4,780 +150	+3%	+$14.1K	0.06%	81
2025 Q1	$459K	Buy	+4,630	New	+$448K	0.07%	74

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

1NWS

1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

TFC Financial Management's DHS Position: Q2 2026 in Review

TFC Financial Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.49% in Q2 2026, buying an estimated $4.34K and bringing the position to 7,986 shares worth $908K. The position accounts for 0.1% of the portfolio, ranked #61.

TFC Financial Management first reported a position in DHS in Q1 2025 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

TFC Financial Management held 7,986 shares of WisdomTree US High Dividend Fund worth $908K as of Q2 2026.
TFC Financial Management bought 39 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $4.34K.
WisdomTree US High Dividend Fund made up 0.1% of TFC Financial Management's portfolio in Q2 2026, its #61 holding.
TFC Financial Management first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.