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
Q3 		$4.66M Buy
41,638
+371
+0.9% +$43.3K 0.01% 956
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial's DHS Position: Q3 2026 in Review

Truist Financial increased its WisdomTree US High Dividend Fund (DHS) stake by 0.9% in Q3 2026, buying an estimated $43.3K and bringing the position to 41,638 shares worth $4.66M. The position accounts for 0.01% of the portfolio, ranked #956.

Truist Financial first reported a position in DHS in Q4 2019 and has held it in 28 quarters since. The position peaked at $14.9M in Q4 2022. 146 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Truist Financial held 41,638 shares of WisdomTree US High Dividend Fund worth $4.66M as of Q3 2026.
  • Truist Financial bought 371 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $43.3K.
  • WisdomTree US High Dividend Fund made up 0.01% of Truist Financial's portfolio in Q3 2026, its #956 holding.
  • Truist Financial first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's WisdomTree US High Dividend Fund position peaked at $14.9M in Q4 2022.
  • 146 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.