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Baldwin Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-520
Closed -$48.8K – 437
2024
Q3 		$48.8K Buy
+520
New +$46.9K ﹤0.01% 557
2018
Q1 		– Sell
-215
Closed -$16K – 490
2017
Q4 		$16K Buy
+215
New +$15.4K ﹤0.01% 395

Other funds holding DHS

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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Baldwin Wealth Partners's DHS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2024, closing a stake of 520 shares — an estimated $48.8K sold.

Baldwin Wealth Partners first reported a position in DHS in Q4 2017 and held it in 2 quarters. The position peaked at $48.8K in Q3 2024. 230 funds tracked by Wall St. Rank hold DHS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree US High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 520 WisdomTree US High Dividend Fund shares in Q4 2024, an estimated $48.8K.
  • Baldwin Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Baldwin Wealth Partners's WisdomTree US High Dividend Fund position peaked at $48.8K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.