AF
DHS icon

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

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Cetera Investment Advisers
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Bank of America
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LW
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return