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1834 Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

1834 Investment Advisors’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
2022
Q3 		– Sell
-2,735
Closed -$225K – 259
2022
Q2 		$225K Buy
2,735
+232
+9% +$20.2K 0.03% 185
2022
Q1 		$220K Sell
2,503
-270
-10% -$23.1K 0.03% 185
2021
Q4 		$229K Buy
2,773
+100
+4% +$7.95K 0.03% 179
2021
Q3 		$206K Buy
2,673
+900
+51% +$71.3K 0.03% 188
2021
Q2 		$139K Hold
1,773
– – 0.02% 212
2021
Q1 		$135K Buy
1,773
+680
+62% +$49.1K 0.02% 222
2020
Q4 		$76K Hold
1,093
– – 0.01% 244
2020
Q3 		$68K Sell
1,093
-1,113
-50% -$70.8K 0.01% 246
2020
Q2 		$137K Sell
2,206
-905
-29% -$55.6K 0.02% 200
2020
Q1 		$176K Buy
3,111
+253
+9% +$17.7K 0.03% 186
2019
Q4 		$220K Sell
2,858
-17
-0.6% -$1.28K 0.03% 188
2019
Q3 		$214K Buy
2,875
+160
+6% +$11.7K 0.03% 196
2019
Q2 		$198K Sell
2,715
-745
-22% -$53.9K 0.03% 195
2019
Q1 		$251K Buy
3,460
+485
+16% +$34.1K 0.04% 173
2018
Q4 		$194K Buy
2,975
+15
+0.5% +$1.04K 0.03% 179
2018
Q3 		$214K Buy
2,960
+90
+3% +$6.46K 0.03% 183
2018
Q2 		$201K Sell
2,870
-689
-19% -$47.6K 0.03% 178
2018
Q1 		$242K Buy
3,559
+1,062
+43% +$75.3K 0.04% 165
2017
Q4 		$182K Buy
+2,497
New +$178K 0.03% 183

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1834 Investment Advisors's DHS Position: Q3 2022 in Review

1834 Investment Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 2,735 shares — an estimated $225K sold.

1834 Investment Advisors first reported a position in DHS in Q4 2017 and held it in 19 quarters. The position peaked at $251K in Q1 2019. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

  • 1834 Investment Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 2,735 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $225K.
  • 1834 Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 19 quarters.
  • 1834 Investment Advisors's WisdomTree US High Dividend Fund position peaked at $251K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.