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Bartlett & Co Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-20
Closed -$1.72K – 1069
2022
Q4 		$1.72K Buy
+20
New +$1.69K ﹤0.01% 1025

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Bartlett & Co Wealth Management's DHS Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 20 shares — an estimated $1.72K sold.

Bartlett & Co Wealth Management first reported a position in DHS in Q4 2022 and held it in 1 quarter. The position peaked at $1.72K in Q4 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 20 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $1.72K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.72K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.