Better Money Decisions’s WisdomTree US High Dividend Fund DHS Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-525	Closed	-$43K	–	150
2022 Q2	$43K	Buy	+525	New	+$45.8K	0.04%	156
2021 Q4	–	Sell	-513	Closed	-$39K	–	192
2021 Q3	$39K	Buy	513 +2	+0.4%	+$158	0.03%	181
2021 Q2	$40K	Hold	511	–	–	0.04%	171
2021 Q1	$39K	Buy	+511	New	+$36.9K	0.04%	139

Other funds holding DHS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Better Money Decisions's DHS Position: Q3 2022 in Review

Better Money Decisions sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 525 shares — an estimated $43K sold.

Better Money Decisions first reported a position in DHS in Q1 2021 and held it in 4 quarters. The position peaked at $43K in Q2 2022. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

Better Money Decisions reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 525 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $43K.
Better Money Decisions first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and held it in 4 quarters.
Better Money Decisions's WisdomTree US High Dividend Fund position peaked at $43K in Q2 2022.
175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.