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

Tompkins 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	–	Sell	-395	Closed	-$43.1K	–	566
2026 Q1	$43.1K	Hold	395	–	–	﹤0.01%	333
2025 Q4	$40.2K	Hold	395	–	–	﹤0.01%	329
2025 Q3	$39.8K	Hold	395	–	–	﹤0.01%	340
2025 Q2	$37.9K	Hold	395	–	–	﹤0.01%	343
2025 Q1	$39.2K	Hold	395	–	–	﹤0.01%	348
2024 Q4	$36.9K	Hold	395	–	–	﹤0.01%	348
2024 Q3	$37.1K	Hold	395	–	–	﹤0.01%	368
2024 Q2	$33.4K	Hold	395	–	–	﹤0.01%	386
2024 Q1	$34.2K	Buy	+395	New	+$32.5K	﹤0.01%	391

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 22.9% 1-Year Est. Return

Tompkins Financial's DHS Position: Q2 2026 in Review

Tompkins Financial sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2026, closing a stake of 395 shares — an estimated $43.1K sold.

Tompkins Financial first reported a position in DHS in Q1 2024 and held it in 9 quarters. The position peaked at $43.1K in Q1 2026. 252 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

Tompkins Financial reported no remaining WisdomTree US High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 395 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $43.1K.
Tompkins Financial first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and held it in 9 quarters.
Tompkins Financial's WisdomTree US High Dividend Fund position peaked at $43.1K in Q1 2026.
252 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.