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Altshuler Shaham’s WisdomTree US High Dividend Fund DHS Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-3,052
Closed -$239K – 544
2021
Q2 		$239K Buy
+3,052
New +$241K ﹤0.01% 270

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altshuler Shaham's DHS Position: Q3 2021 in Review

Altshuler Shaham sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2021, closing a stake of 3,052 shares — an estimated $239K sold.

Altshuler Shaham first reported a position in DHS in Q2 2021 and held it in 1 quarter. The position peaked at $239K in Q2 2021. 152 funds tracked by Wall St. Rank hold DHS as of Q3 2021.

  • Altshuler Shaham reported no remaining WisdomTree US High Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 3,052 WisdomTree US High Dividend Fund shares in Q3 2021, an estimated $239K.
  • Altshuler Shaham first reported a position in WisdomTree US High Dividend Fund in Q2 2021 and held it in 1 quarter.
  • Altshuler Shaham's WisdomTree US High Dividend Fund position peaked at $239K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.