Ahrens Investment Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$16.5K	Buy	+200	New	+$17.1K	0.01%	506

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Ahrens Investment Partners's DHS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree US High Dividend Fund (DHS) in Q1 2023: 200 shares worth $16.5K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

200 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

Ahrens Investment Partners held 200 shares of WisdomTree US High Dividend Fund worth $16.5K as of Q1 2023.
WisdomTree US High Dividend Fund was a new Ahrens Investment Partners position in Q1 2023.
WisdomTree US High Dividend Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #506 holding.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.