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Cahill Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-2,260
Closed -$174K – 359
2021
Q3 		$174K Buy
+2,260
New +$179K 0.04% 216

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cahill Financial Advisors's DHS Position: Q4 2021 in Review

Cahill Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2021, closing a stake of 2,260 shares — an estimated $174K sold.

Cahill Financial Advisors first reported a position in DHS in Q3 2021 and held it in 1 quarter. The position peaked at $174K in Q3 2021. 166 funds tracked by Wall St. Rank hold DHS as of Q4 2021.

  • Cahill Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,260 WisdomTree US High Dividend Fund shares in Q4 2021, an estimated $174K.
  • Cahill Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's WisdomTree US High Dividend Fund position peaked at $174K in Q3 2021.
  • 166 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.