CWA
DHS icon

Capital Wealth Alliance’s WisdomTree US High Dividend Fund DHS Stock Holding History

Capital Wealth Alliance’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
Q1 		– Sell
-6,178
Closed -$532K – 109
2022
Q4 		$532K Sell
6,178
-257
-4% -$21.8K 0.45% 60
2022
Q3 		$487K Sell
6,435
-316
-5% -$26.2K 0.4% 53
2022
Q2 		$555K Buy
+6,751
New +$589K 0.39% 63

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Capital Wealth Alliance's DHS Position: Q1 2023 in Review

Capital Wealth Alliance sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 6,178 shares — an estimated $532K sold.

Capital Wealth Alliance first reported a position in DHS in Q2 2022 and held it in 3 quarters. The position peaked at $555K in Q2 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

  • Capital Wealth Alliance reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Capital Wealth Alliance sold 6,178 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $532K.
  • Capital Wealth Alliance first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 3 quarters.
  • Capital Wealth Alliance's WisdomTree US High Dividend Fund position peaked at $555K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Capital Wealth Alliance's 13F filing for Q1 2023, filed 4 May 2023.