Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
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Analyst Upside
Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Stock index based on fund manager activity updated each quarter
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BHWA
Beacon Harbor Wealth Advisors’s
WisdomTree US High Dividend Fund
DHS
Stock Holding History
Beacon Harbor Wealth Advisors’s Portfolio
DHS Stock Details
DHS Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-67,913
Closed
-$5.61M
–
72
2021
Q4
$5.61M
Buy
+67,913
New
+$5.61M
1.86%
19
2021
Q1
–
Sell
-5,190
Closed
-$360K
–
70
2020
Q4
$360K
Buy
+5,190
New
+$360K
0.15%
59
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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