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Capital Directions Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Capital Directions Investment 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
2022
Q4 		$344K Buy
+4,000
New +$339K 0.13% 44
2022
Q3 		– Sell
-4,000
Closed -$332K – 49
2022
Q2 		$329K Hold
4,000
– – 0.11% 53
2022
Q1 		$352K Hold
4,000
– – 0.11% 60
2021
Q4 		$330K Buy
+4,000
New +$318K 0.1% 58

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

Capital Directions Investment Advisors's DHS Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in WisdomTree US High Dividend Fund (DHS) in Q4 2022: 4,000 shares worth $344K. The stake represents 0.13% of the portfolio and ranks #44 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DHS as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DHS in Q4 2021 and has held it in 4 quarters since. The position peaked at $352K in Q1 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

  • Capital Directions Investment Advisors held 4,000 shares of WisdomTree US High Dividend Fund worth $344K as of Q4 2022.
  • WisdomTree US High Dividend Fund was a new Capital Directions Investment Advisors position in Q4 2022.
  • WisdomTree US High Dividend Fund made up 0.13% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #44 holding.
  • Capital Directions Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 4 quarters since.
  • Capital Directions Investment Advisors's WisdomTree US High Dividend Fund position peaked at $352K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.