Truist Financial
DHS icon

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

Truist 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 		$4.69M Buy
41,267
+21,855
+113% +$2.43M 0.01% 951
2026
Q1 		$2.12M Sell
19,412
-1,155
-6% -$126K ﹤0.01% 1289
2025
Q4 		$2.09M Sell
20,567
-803
-4% -$80.9K ﹤0.01% 1263
2025
Q3 		$2.15M Buy
21,370
+2,389
+13% +$237K ﹤0.01% 1296
2025
Q2 		$1.82M Sell
18,981
-1,719
-8% -$161K ﹤0.01% 1329
2025
Q1 		$2.05M Buy
20,700
+1,090
+6% +$105K ﹤0.01% 1206
2024
Q4 		$1.83M Buy
19,610
+163
+0.8% +$15.7K ﹤0.01% 1266
2024
Q3 		$1.82M Sell
19,447
-872
-4% -$78.6K ﹤0.01% 1273
2024
Q2 		$1.72M Buy
20,319
+1,319
+7% +$112K ﹤0.01% 1342
2024
Q1 		$1.65M Sell
19,000
-501
-3% -$41.2K ﹤0.01% 1373
2023
Q4 		$1.6M Sell
19,501
-4,149
-18% -$324K ﹤0.01% 1375
2023
Q3 		$1.85M Sell
23,650
-5,595
-19% -$451K ﹤0.01% 1278
2023
Q2 		$2.33M Sell
29,245
-104,225
-78% -$8.34M ﹤0.01% 1183
2023
Q1 		$11M Sell
133,470
-40,172
-23% -$3.43M 0.02% 559
2022
Q4 		$14.9M Buy
173,642
+131,947
+316% +$11.2M 0.03% 445
2022
Q3 		$3.16M Sell
41,695
-87
-0.2% -$7.22K 0.01% 963
2022
Q2 		$3.44M Buy
41,782
+17,775
+74% +$1.55M 0.01% 950
2022
Q1 		$2.12M Buy
24,007
+14,976
+166% +$1.28M ﹤0.01% 1272
2021
Q4 		$745K Sell
9,031
-4
-0% -$318 ﹤0.01% 1802
2021
Q3 		$695K Hold
9,035
– – ﹤0.01% 1823
2021
Q2 		$707K Hold
9,035
– – ﹤0.01% 1840
2021
Q1 		$689K Sell
9,035
-145
-2% -$10.5K ﹤0.01% 1802
2020
Q4 		$637K Sell
9,180
-1,748
-16% -$117K ﹤0.01% 1736
2020
Q3 		$683K Buy
10,928
+143
+1% +$9.1K ﹤0.01% 1556
2020
Q2 		$671K Buy
10,785
+847
+9% +$52.1K ﹤0.01% 1464
2020
Q1 		$562K Buy
9,938
+5,030
+102% +$352K ﹤0.01% 1511
2019
Q4 		$377K Buy
+4,908
New +$370K ﹤0.01% 2032

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's DHS Position: Q2 2026 in Review

Truist Financial increased its WisdomTree US High Dividend Fund (DHS) stake by 113% in Q2 2026, buying an estimated $2.43M and bringing the position to 41,267 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #951.

Truist Financial first reported a position in DHS in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.9M in Q4 2022. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Truist Financial held 41,267 shares of WisdomTree US High Dividend Fund worth $4.69M as of Q2 2026.
  • Truist Financial bought 21,855 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $2.43M.
  • WisdomTree US High Dividend Fund made up 0.01% of Truist Financial's portfolio in Q2 2026, its #951 holding.
  • Truist Financial first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's WisdomTree US High Dividend Fund position peaked at $14.9M in Q4 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.