Baystate Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Baystate 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 Q4	$5.45K	Buy	66 +1	+2%	+$78	﹤0.01%	868
2023 Q3	$5.11K	Buy	65 +1	+2%	+$81	﹤0.01%	685
2023 Q2	$5.16K	Hold	64	–	–	﹤0.01%	693
2023 Q1	$5.28K	Buy	64 +1	+2%	+$85	﹤0.01%	680
2022 Q4	$5K	Buy	+63	New	+$5.33K	﹤0.01%	680

Other funds holding DHS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

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

Baystate Wealth Management's DHS Position: Q4 2023 in Review

Baystate Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 1.5% in Q4 2023, buying an estimated $78 and bringing the position to 66 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Baystate Wealth Management first reported a position in DHS in Q4 2022 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

Baystate Wealth Management held 66 shares of WisdomTree US High Dividend Fund worth $5.45K as of Q4 2023.
Baystate Wealth Management bought 1 WisdomTree US High Dividend Fund share in Q4 2023, an estimated $78.
WisdomTree US High Dividend Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #868 holding.
Baystate Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.