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Allworth Financial’s WisdomTree US High Dividend Fund DHS Stock Holding History

Allworth Financial’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
2025
Q1 		– Sell
-1,100
Closed -$104K – 4091
2024
Q4 		$104K Hold
1,100
– – ﹤0.01% 1247
2024
Q3 		$103K Sell
1,100
-158
-13% -$14.2K ﹤0.01% 1075
2024
Q2 		$112K Hold
1,258
– – ﹤0.01% 1033
2024
Q1 		$109K Buy
1,258
+158
+14% +$13K ﹤0.01% 990
2023
Q4 		$90.4K Hold
1,100
– – ﹤0.01% 984
2023
Q3 		$85.9K Hold
1,100
– – ﹤0.01% 937
2023
Q2 		$87.5K Hold
1,100
– – ﹤0.01% 937
2023
Q1 		$90.5K Sell
1,100
-5,624
-84% -$480K ﹤0.01% 890
2022
Q4 		$579K Buy
6,724
+5,624
+511% +$476K 0.01% 424
2022
Q3 		$83K Buy
+1,100
New +$91.3K ﹤0.01% 817

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allworth Financial's DHS Position: Q1 2025 in Review

Allworth Financial sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 1,100 shares — an estimated $104K sold.

Allworth Financial first reported a position in DHS in Q3 2022 and held it in 10 quarters. The position peaked at $579K in Q4 2022. 226 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

  • Allworth Financial reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 1,100 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $104K.
  • Allworth Financial first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and held it in 10 quarters.
  • Allworth Financial's WisdomTree US High Dividend Fund position peaked at $579K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.