Belpointe Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-1,089	Closed	-$89.6K	–	1244
2023 Q1	$89.6K	Hold	1,089	–	–	﹤0.01%	1372
2022 Q4	$93.7K	Buy	+1,089	New	+$92.2K	0.01%	1275
2022 Q2	–	Sell	-1,259	Closed	-$111K	–	1163
2022 Q1	$111K	Hold	1,259	–	–	0.01%	1168
2021 Q4	$104K	Buy	+1,259	New	+$100K	0.01%	1172

Other funds holding DHS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $271M AUM 15.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's DHS Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 1,089 shares — an estimated $89.6K sold.

Belpointe Asset Management first reported a position in DHS in Q4 2021 and held it in 4 quarters. The position peaked at $111K in Q1 2022. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

Belpointe Asset Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,089 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $89.6K.
Belpointe Asset Management first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and held it in 4 quarters.
Belpointe Asset Management's WisdomTree US High Dividend Fund position peaked at $111K in Q1 2022.
182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.