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Briaud Financial Planning’s WisdomTree US High Dividend Fund DHS Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-3,100
Closed -$264K – 27
2022
Q3 		$264K Hold
3,100
– – 0.23% 23
2022
Q2 		$255K Buy
+3,100
New +$270K 0.17% 20

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Briaud Financial Planning's DHS Position: Q4 2022 in Review

Briaud Financial Planning sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2022, closing a stake of 3,100 shares — an estimated $264K sold.

Briaud Financial Planning first reported a position in DHS in Q2 2022 and held it in 2 quarters. The position peaked at $264K in Q3 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

  • Briaud Financial Planning reported no remaining WisdomTree US High Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Briaud Financial Planning sold 3,100 WisdomTree US High Dividend Fund shares in Q4 2022, an estimated $264K.
  • Briaud Financial Planning first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 2 quarters.
  • Briaud Financial Planning's WisdomTree US High Dividend Fund position peaked at $264K in Q3 2022.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Briaud Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.