Armor Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Armor Investment 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 Q4	–	Sell	-215	Closed	-$16K	–	176
2022 Q3	$16K	Hold	215	–	–	0.01%	149
2022 Q2	$18K	Hold	215	–	–	0.01%	148
2022 Q1	$19K	Hold	215	–	–	0.01%	154
2021 Q4	$18K	Hold	215	–	–	0.01%	144
2021 Q3	$17K	Hold	215	–	–	0.01%	146
2021 Q2	$17K	Hold	215	–	–	0.01%	149
2021 Q1	$16K	Hold	215	–	–	0.01%	146
2020 Q4	$15K	Hold	215	–	–	0.01%	142
2020 Q3	$13K	Hold	215	–	–	0.01%	124
2020 Q2	$13K	Hold	215	–	–	0.01%	122
2020 Q1	$12K	Hold	215	–	–	0.01%	121
2019 Q4	$17K	Hold	215	–	–	0.01%	138
2019 Q3	$16K	Hold	215	–	–	0.01%	129
2019 Q2	$16K	Hold	215	–	–	0.01%	130
2019 Q1	$16K	Hold	215	–	–	0.01%	134
2018 Q4	$14K	Hold	215	–	–	0.01%	118
2018 Q3	$16K	Hold	215	–	–	0.01%	128
2018 Q2	$15K	Hold	215	–	–	0.01%	134
2018 Q1	$15K	Hold	215	–	–	0.01%	136
2017 Q4	$16K	Hold	215	–	–	0.01%	132
2017 Q3	$15K	Hold	215	–	–	0.01%	131
2017 Q2	$15K	Hold	215	–	–	0.01%	118
2017 Q1	$15K	Hold	215	–	–	0.02%	120
2016 Q4	$14K	Buy	+215	New	+$14.1K	0.01%	125

Other funds holding DHS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

Armor Investment Advisors's DHS Position: Q4 2022 in Review

Armor Investment Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2022, closing a stake of 215 shares — an estimated $16K sold.

Armor Investment Advisors first reported a position in DHS in Q4 2016 and held it in 24 quarters. The position peaked at $19K in Q1 2022. 200 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

Armor Investment Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Armor Investment Advisors sold 215 WisdomTree US High Dividend Fund shares in Q4 2022, an estimated $16K.
Armor Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 24 quarters.
Armor Investment Advisors's WisdomTree US High Dividend Fund position peaked at $19K in Q1 2022.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Armor Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.