de Creative Planning WisdomTree US High Dividend Fund DHS Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 3.8 M | Comprar |
33,438
+13,220
| +65% | +USD 1.47 M | ﹤0.01% | 1615 |
|
|
2026
Q1 | USD 2.21 M | Mantener |
20,218
| – | – | ﹤0.01% | 1817 |
|
|
2025
Q4 | USD 2.06 M | Comprar |
20,218
+74
| +0.4% | +USD 7.46 k | ﹤0.01% | 1711 |
|
|
2025
Q3 | USD 2.03 M | Mantener |
20,144
| – | – | ﹤0.01% | 1533 |
|
|
2025
Q2 | USD 1.93 M | Comprar |
20,144
+11
| +0.1% | +USD 1.03 k | ﹤0.01% | 1338 |
|
|
2025
Q1 | USD 2 M | Vender |
20,133
-2,393
| -11% | -USD 231 k | ﹤0.01% | 1176 |
|
|
2024
Q4 | USD 2.1 M | Comprar |
22,526
+1,921
| +9% | +USD 185 k | ﹤0.01% | 1106 |
|
|
2024
Q3 | USD 1.93 M | Comprar |
20,605
+142
| +0.7% | +USD 12.8 k | ﹤0.01% | 1076 |
|
|
2024
Q2 | USD 1.73 M | Comprar |
20,463
+172
| +0.8% | +USD 14.6 k | ﹤0.01% | 1060 |
|
|
2024
Q1 | USD 1.76 M | Vender |
20,291
-72
| -0.4% | -USD 5.93 k | ﹤0.01% | 1020 |
|
|
2023
Q4 | USD 1.67 M | Comprar |
20,363
+5,566
| +38% | +USD 435 k | ﹤0.01% | 984 |
|
|
2023
Q3 | USD 1.16 M | Comprar |
14,797
+845
| +6% | +USD 68.1 k | ﹤0.01% | 1102 |
|
|
2023
Q2 | USD 1.11 M | Vender |
13,952
-174
| -1% | -USD 13.9 k | ﹤0.01% | 1085 |
|
|
2023
Q1 | USD 1.16 M | Vender |
14,126
-1,548
| -10% | -USD 132 k | ﹤0.01% | 1001 |
|
|
2022
Q4 | USD 1.35 M | Comprar |
15,674
+5,903
| +60% | +USD 500 k | ﹤0.01% | 899 |
|
|
2022
Q3 | USD 741 k | Comprar |
9,771
+126
| +1% | +USD 10.5 k | ﹤0.01% | 1105 |
|
|
2022
Q2 | USD 794 k | Vender |
9,645
-32
| -0.3% | -USD 2.79 k | ﹤0.01% | 1069 |
|
|
2022
Q1 | USD 852 k | Comprar |
9,677
+423
| +5% | +USD 36.1 k | ﹤0.01% | 1067 |
|
|
2021
Q4 | USD 764 k | Vender |
9,254
-136
| -1% | -USD 10.8 k | ﹤0.01% | 1078 |
|
|
2021
Q3 | USD 723 k | Comprar |
9,390
+71
| +0.8% | +USD 5.62 k | ﹤0.01% | 1106 |
|
|
2021
Q2 | USD 729 k | Comprar |
9,319
+2,211
| +31% | +USD 175 k | ﹤0.01% | 1075 |
|
|
2021
Q1 | USD 542 k | Vender |
7,108
-139
| -2% | -USD 10 k | ﹤0.01% | 1383 |
|
|
2020
Q4 | USD 503 k | Comprar |
7,247
+37
| +0.5% | +USD 2.47 k | ﹤0.01% | 1305 |
|
|
2020
Q3 | USD 451 k | Vender |
7,210
-181
| -2% | -USD 11.5 k | ﹤0.01% | 1185 |
|
|
2020
Q2 | USD 460 k | Vender |
7,391
-2,786
| -27% | -USD 171 k | ﹤0.01% | 1076 |
|
|
2020
Q1 | USD 576 k | Comprar |
10,177
+2,178
| +27% | +USD 152 k | ﹤0.01% | 873 |
|
|
2019
Q4 | USD 614 k | Comprar |
7,999
+326
| +4% | +USD 24.6 k | ﹤0.01% | 1002 |
|
|
2019
Q3 | USD 571 k | Vender |
7,673
-246
| -3% | -USD 17.9 k | ﹤0.01% | 993 |
|
|
2019
Q2 | USD 576 k | Comprar |
7,919
+120
| +2% | +USD 8.68 k | ﹤0.01% | 1003 |
|
|
2019
Q1 | USD 565 k | Vender |
7,799
-349
| -4% | -USD 24.6 k | ﹤0.01% | 970 |
|
|
2018
Q4 | USD 531 k | Vender |
8,148
-22
| -0.3% | -USD 1.53 k | ﹤0.01% | 941 |
|
|
2018
Q3 | USD 590 k | Comprar |
8,170
+2
| +0% | +USD 144 | ﹤0.01% | 994 |
|
|
2018
Q2 | USD 571 k | Vender |
8,168
-504
| -6% | -USD 34.8 k | ﹤0.01% | 1003 |
|
|
2018
Q1 | USD 591 k | Vender |
8,672
-489
| -5% | -USD 34.7 k | ﹤0.01% | 1000 |
|
|
2017
Q4 | USD 667 k | Comprar |
9,161
+1,480
| +19% | +USD 106 k | ﹤0.01% | 914 |
|
|
2017
Q3 | USD 537 k | Comprar |
7,681
+894
| +13% | +USD 61.5 k | ﹤0.01% | 1017 |
|
|
2017
Q2 | USD 464 k | Comprar |
6,787
+38
| +0.6% | +USD 2.6 k | ﹤0.01% | 1051 |
|
|
2017
Q1 | USD 462 k | Vender |
6,749
-2,054
| -23% | -USD 140 k | ﹤0.01% | 1027 |
|
|
2016
Q4 | USD 592 k | Comprar |
8,803
+2,956
| +51% | +USD 194 k | ﹤0.01% | 851 |
|
|
2016
Q3 | USD 389 k | Vender |
5,847
-1,567
| -21% | -USD 105 k | ﹤0.01% | 1026 |
|
|
2016
Q2 | USD 495 k | Comprar |
7,414
+1,635
| +28% | +USD 105 k | ﹤0.01% | 785 |
|
|
2016
Q1 | USD 366 k | Vender |
5,779
-86
| -1% | -USD 5.09 k | ﹤0.01% | 889 |
|
|
2015
Q4 | USD 347 k | Vender |
5,865
-457
| -7% | -USD 27 k | ﹤0.01% | 925 |
|
|
2015
Q3 | USD 351 k | Comprar |
+6,322
| Nuevas | +USD 367 k | ﹤0.01% | 894 |
|
|
2015
Q2 | – | Vender |
-6,644
| Cerradas | -USD 403 k | – | 1545 |
|
|
2015
Q1 | USD 403 k | Comprar |
6,644
+140
| +2% | +USD 8.6 k | ﹤0.01% | 834 |
|
|
2014
Q4 | USD 401 k | Vender |
6,504
-2,059
| -24% | -USD 125 k | ﹤0.01% | 783 |
|
|
2014
Q3 | USD 508 k | Mantener |
8,563
| – | – | 0.01% | 652 |
|
|
2014
Q2 | USD 509 k | Comprar |
8,563
+500
| +6% | +USD 28.9 k | 0.01% | 641 |
|
|
2014
Q1 | USD 456 k | Comprar |
8,063
+730
| +10% | +USD 39.9 k | 0.01% | 666 |
|
|
2013
Q4 | USD 404 k | Mantener |
7,333
| – | – | 0.01% | 583 |
|
|
2013
Q3 | USD 381 k | Mantener |
7,333
| – | – | 0.01% | 519 |
|
|
2013
Q2 | USD 379 k | Comprar |
+7,333
| Nuevas | +USD 385 k | 0.01% | 480 |
|
Otros fondos que tienen DHS en su cartera
MLA
Posición de Creative Planning en DHS: resumen de T2 2026
Creative Planning aumentó su participación en WisdomTree US High Dividend Fund (DHS) en 65% durante T2 2026, al comprar aproximadamente USD 1.47 M y elevar la posición a 33,438 acciones con un valor de USD 3.8 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1615.
Creative Planning reportó por primera vez una posición en DHS en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 252 fondos que sigue Wall St. Rank mantienen una posición en DHS.
- Al cierre de T2 2026, Creative Planning tenía 33,438 acciones de WisdomTree US High Dividend Fund con un valor de USD 3.8 M.
- Creative Planning compró 13,220 acciones de WisdomTree US High Dividend Fund en T2 2026, por un monto estimado de USD 1.47 M.
- WisdomTree US High Dividend Fund representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1615.
- Creative Planning reportó por primera vez una posición en WisdomTree US High Dividend Fund en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 252 fondos que sigue Wall St. Rank tenían WisdomTree US High Dividend Fund en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.