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Advisor Resource Council’s WisdomTree US High Dividend Fund DHS Stock Holding History

Advisor Resource Council’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
-5,053
Closed -$416K – 231
2022
Q2 		$416K Buy
+5,053
New +$441K 0.04% 310

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T 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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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 $3.6B AUM 16.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor Resource Council's DHS Position: Q3 2022 in Review

Advisor Resource Council sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 5,053 shares — an estimated $416K sold.

Advisor Resource Council first reported a position in DHS in Q2 2022 and held it in 1 quarter. The position peaked at $416K in Q2 2022. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

  • Advisor Resource Council reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 5,053 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $416K.
  • Advisor Resource Council first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Advisor Resource Council's WisdomTree US High Dividend Fund position peaked at $416K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.