Arete Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Arete Wealth 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
2023 Q4	–	Sell	-3,429	Closed	-$268K	–	748
2023 Q3	$268K	Sell	3,429 -1,137	-25%	-$91.6K	0.05%	370
2023 Q2	$363K	Hold	4,566	–	–	0.03%	437
2023 Q1	$376K	Hold	4,566	–	–	0.03%	411
2022 Q4	$393K	Hold	4,566	–	–	0.03%	381
2022 Q3	$346K	Buy	+4,566	New	+$379K	0.03%	371

Other funds holding DHS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $271M AUM 15.56% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arete Wealth Advisors's DHS Position: Q4 2023 in Review

Arete Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 3,429 shares — an estimated $268K sold.

Arete Wealth Advisors first reported a position in DHS in Q3 2022 and held it in 5 quarters. The position peaked at $393K in Q4 2022. 192 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

Arete Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Arete Wealth Advisors sold 3,429 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $268K.
Arete Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and held it in 5 quarters.
Arete Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $393K in Q4 2022.
192 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.