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 Q3	$877K	Sell	7,830 -156	-2%	-$18.2K	0.1%	59
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

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

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

TFC Financial Management's DHS Position: Q3 2026 in Review

TFC Financial Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 2% in Q3 2026, selling an estimated $18.2K and leaving 7,830 shares worth $877K. The position accounts for 0.1% of the portfolio, ranked #59.

TFC Financial Management first reported a position in DHS in Q1 2025 and has held it in 7 quarters since. The position peaked at $908K in Q2 2026. 105 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

TFC Financial Management held 7,830 shares of WisdomTree US High Dividend Fund worth $877K as of Q3 2026.
TFC Financial Management sold 156 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $18.2K.
WisdomTree US High Dividend Fund made up 0.1% of TFC Financial Management's portfolio in Q3 2026, its #59 holding.
TFC Financial Management first reported a position in WisdomTree US High Dividend Fund in Q1 2025 and has held it in 7 quarters since.
TFC Financial Management's WisdomTree US High Dividend Fund position peaked at $908K in Q2 2026.
105 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.