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

Arkadios 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
2022 Q3	–	Sell	-2,469	Closed	-$203K	–	532
2022 Q2	$203K	Sell	2,469 -91	-4%	-$7.94K	0.03%	507
2022 Q1	$226K	Sell	2,560 -1,524	-37%	-$130K	0.03%	500
2021 Q4	$337K	Sell	4,084 -1,311	-24%	-$104K	0.04%	416
2021 Q3	$415K	Sell	5,395 -633	-11%	-$50.1K	0.06%	332
2021 Q2	$471K	Sell	6,028 -637	-10%	-$50.3K	0.06%	343
2021 Q1	$508K	Buy	6,665 +1,370	+26%	+$98.8K	0.08%	245
2020 Q4	$367K	Buy	+5,295	New	+$353K	0.08%	231
2020 Q2	–	Sell	-458	Closed	-$25.9K	–	989
2020 Q1	$25.9K	Sell	458 -152	-25%	-$10.6K	0.02%	435
2019 Q4	$47.2K	Buy	+610	New	+$46K	0.03%	317

Other funds holding DHS

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

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

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

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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's DHS Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 2,469 shares — an estimated $203K sold.

Arkadios Wealth Advisors first reported a position in DHS in Q4 2019 and held it in 9 quarters. The position peaked at $508K in Q1 2021. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

Arkadios Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,469 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $203K.
Arkadios Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $508K in Q1 2021.
175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.