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

Tilson Financial Group’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	$409K	Buy	3,602 +30	+0.8%	+$3.34K	0.11%	63
2026 Q1	$390K	Buy	3,572 +21	+0.6%	+$2.28K	0.12%	63
2025 Q4	$362K	Buy	3,551 +31	+0.9%	+$3.12K	0.11%	64
2025 Q3	$355K	Buy	3,520 +26	+0.7%	+$2.58K	0.12%	59
2025 Q2	$335K	Buy	3,494 +31	+0.9%	+$2.91K	0.13%	57
2025 Q1	$343K	Hold	3,463	–	–	0.14%	58
2024 Q4	$323K	Hold	3,463	–	–	0.13%	59
2024 Q3	$325K	Hold	3,463	–	–	0.14%	57
2024 Q2	$293K	Hold	3,463	–	–	0.3%	30
2024 Q1	$300K	Hold	3,463	–	–	0.16%	57
2023 Q4	$285K	Sell	3,463 -859	-20%	-$67.2K	0.18%	55
2023 Q3	$337K	Hold	4,322	–	–	0.26%	52
2023 Q2	$344K	Hold	4,322	–	–	0.58%	24
2023 Q1	$356K	Hold	4,322	–	–	0.29%	47
2022 Q4	$372K	Buy	+4,322	New	+$366K	0.32%	46

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 $445B AUM 25.58% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tilson Financial Group's DHS Position: Q2 2026 in Review

Tilson Financial Group increased its WisdomTree US High Dividend Fund (DHS) stake by 0.84% in Q2 2026, buying an estimated $3.34K and bringing the position to 3,602 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #63.

Tilson Financial Group first reported a position in DHS in Q4 2022 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Tilson Financial Group held 3,602 shares of WisdomTree US High Dividend Fund worth $409K as of Q2 2026.
Tilson Financial Group bought 30 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $3.34K.
WisdomTree US High Dividend Fund made up 0.11% of Tilson Financial Group's portfolio in Q2 2026, its #63 holding.
Tilson Financial Group first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.