Archer Investment Corporation’s WisdomTree US High Dividend Fund DHS Stock Holding History

Archer Investment Corporation’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
2024 Q1	–	Sell	-193	Closed	-$15.8K	–	1057
2023 Q4	$15.8K	Hold	193	–	–	0.01%	572
2023 Q3	$15K	Buy	193 +79	+69%	+$6.37K	0.01%	554
2023 Q2	$9.09K	Hold	114	–	–	﹤0.01%	633
2023 Q1	$9.4K	Buy	+114	New	+$9.73K	﹤0.01%	572
2022 Q1	–	Sell	-300	Closed	-$24.8K	–	825
2021 Q4	$24.8K	Hold	300	–	–	0.01%	463
2021 Q3	$23.1K	Hold	300	–	–	0.01%	455
2021 Q2	$23.5K	Hold	300	–	–	0.01%	407
2021 Q1	$22.9K	Hold	300	–	–	0.01%	453
2020 Q4	$20.8K	Hold	300	–	–	0.01%	417
2020 Q3	$18.7K	Hold	300	–	–	0.01%	373
2020 Q2	$18.7K	Hold	300	–	–	0.01%	360
2020 Q1	$17K	Hold	300	–	–	0.01%	369
2019 Q4	$23K	Hold	300	–	–	0.01%	379
2019 Q3	$22K	Hold	300	–	–	0.01%	289
2019 Q2	$22K	Hold	300	–	–	0.01%	288
2019 Q1	$22K	Hold	300	–	–	0.01%	284
2018 Q4	$20K	Buy	+300	New	+$20.9K	0.02%	277

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Archer Investment Corporation's DHS Position: Q1 2024 in Review

Archer Investment Corporation sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2024, closing a stake of 193 shares — an estimated $15.8K sold.

Archer Investment Corporation first reported a position in DHS in Q4 2018 and held it in 17 quarters. The position peaked at $24.8K in Q4 2021. 193 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

Archer Investment Corporation reported no remaining WisdomTree US High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Archer Investment Corporation sold 193 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $15.8K.
Archer Investment Corporation first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and held it in 17 quarters.
Archer Investment Corporation's WisdomTree US High Dividend Fund position peaked at $24.8K in Q4 2021.
193 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.