BCMLT
DHS icon

Beacon Capital Management LLC (Tennessee)’s WisdomTree US High Dividend Fund DHS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-246
Closed -$23.6K – 338
2025
Q2 		$23.6K Buy
246
+2
+0.8% +$188 ﹤0.01% 480
2025
Q1 		$24.2K Buy
244
+2
+0.8% +$193 ﹤0.01% 442
2024
Q4 		$22.6K Buy
242
+2
+0.8% +$192 ﹤0.01% 447
2024
Q3 		$22.5K Sell
240
-107
-31% -$9.64K ﹤0.01% 466
2024
Q2 		$29.4K Hold
347
– – 0.01% 383
2024
Q1 		$30.1K Hold
347
– – 0.01% 381
2023
Q4 		$27.1K Hold
347
– – 0.01% 327
2023
Q3 		$27.6K Hold
347
– – 0.01% 355
2023
Q2 		$27.6K Hold
347
– – 0.01% 355
2023
Q1 		$28.5K Hold
347
– – 0.01% 309
2022
Q4 		$29.9K Sell
347
-60
-15% -$5.08K 0.01% 306
2022
Q3 		$34K Hold
407
– – 0.01% 265
2022
Q2 		$36K Hold
407
– – 0.01% 290
2022
Q1 		$36K Buy
+407
New +$34.8K 0.01% 290

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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