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American National Bank & Trust’s WisdomTree US High Dividend Fund DHS Stock Holding History

American National Bank & Trust’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
Q2 		– Sell
-1,045
Closed -$86K – 583
2023
Q1 		$86K Buy
+1,045
New +$89.2K 0.02% 219

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

American National Bank & Trust's DHS Position: Q2 2023 in Review

American National Bank & Trust sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 1,045 shares — an estimated $86K sold.

American National Bank & Trust first reported a position in DHS in Q1 2023 and held it in 1 quarter. The position peaked at $86K in Q1 2023. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

  • American National Bank & Trust reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • American National Bank & Trust sold 1,045 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $86K.
  • American National Bank & Trust first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and held it in 1 quarter.
  • American National Bank & Trust's WisdomTree US High Dividend Fund position peaked at $86K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on American National Bank & Trust's 13F filing for Q2 2023, filed 12 Jul 2023.