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American Portfolios Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$57.9K Buy
763
+130
+21% +$10.8K ﹤0.01% 1613
2022
Q2 		$52.1K Sell
633
-294
-32% -$25.6K ﹤0.01% 1736
2022
Q1 		$81.7K Buy
927
+1
+0.1% +$85 ﹤0.01% 1630
2021
Q4 		$76.4K Buy
926
+6
+0.7% +$477 ﹤0.01% 1660
2021
Q3 		$70.8K Buy
920
+4
+0.4% +$317 ﹤0.01% 1603
2021
Q2 		$71.6K Buy
916
+4
+0.4% +$316 ﹤0.01% 1550
2021
Q1 		$69.6K Buy
912
+790
+648% +$57K ﹤0.01% 1462
2020
Q4 		$8.46K Sell
122
-478
-80% -$31.9K ﹤0.01% 2182
2020
Q3 		$37.5K Buy
600
+5
+0.8% +$318 ﹤0.01% 1441
2020
Q2 		$37.1K Buy
595
+5
+0.8% +$307 ﹤0.01% 1398
2020
Q1 		$33.4K Buy
590
+2
+0.3% +$140 ﹤0.01% 1337
2019
Q4 		$45.1K Sell
588
-87
-13% -$6.56K ﹤0.01% 1389
2019
Q3 		$50.3K Buy
675
+6
+0.9% +$437 ﹤0.01% 1277
2019
Q2 		$48.7K Buy
669
+97
+17% +$7.01K ﹤0.01% 1289
2019
Q1 		$41.4K Buy
572
+450
+369% +$31.7K ﹤0.01% 1278
2018
Q4 		$7.95K Hold
122
– – ﹤0.01% 1710
2018
Q3 		$8.8K Hold
122
– – ﹤0.01% 1798
2018
Q2 		$8.53K Hold
122
– – ﹤0.01% 1782
2018
Q1 		$8.31K Hold
122
– – ﹤0.01% 1701
2017
Q4 		$8.89K Buy
+122
New +$8.71K ﹤0.01% 1610

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's DHS Position: Q3 2022 in Review

American Portfolios Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 21% in Q3 2022, buying an estimated $10.8K and bringing the position to 763 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

American Portfolios Advisors first reported a position in DHS in Q4 2017 and has held it in 20 quarters since. The position peaked at $81.7K in Q1 2022. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

  • American Portfolios Advisors held 763 shares of WisdomTree US High Dividend Fund worth $57.9K as of Q3 2022.
  • American Portfolios Advisors bought 130 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $10.8K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1613 holding.
  • American Portfolios Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree US High Dividend Fund position peaked at $81.7K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.