SEC 13F Intelligence

Dhk Financial Advisors, Inc. / DHS

Dhk Financial Advisors, Inc.’s Wisdomtree Tr Position

Does Dhk Financial Advisors, Inc. own Wisdomtree Tr (DHS)? Not currently — the last reported position was 39.7K shares worth $3M in Q3 2023; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$3M
Q3 2023
Shares
39.7K
% of Portfolio
+2.76%
Quarters Held
7
position exited

Position History DHS

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202339.7K$3M+2.76%
Q2 202339.3K$3M+2.66%
Q1 202338.9K$3M+3.98%
Q4 202238.5K$3M+4.61%
Q3 202238.1K$3M+4.74%
Q2 202237.7K$3M+2.97%
Q1 202237.3K$3M+2.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dhk Financial Advisors, Inc.’s full portfolio or all institutional holders of DHS.