Carmel Capital Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-584	Closed	-$45.6K	–	284
2023 Q3	$45.6K	Hold	584	–	–	0.02%	249
2023 Q2	$46.5K	Hold	584	–	–	0.02%	209
2023 Q1	$48K	Buy	+584	New	+$49.9K	0.03%	240

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

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

Carmel Capital Partners's DHS Position: Q4 2023 in Review

Carmel Capital Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 584 shares — an estimated $45.6K sold.

Carmel Capital Partners first reported a position in DHS in Q1 2023 and held it in 3 quarters. The position peaked at $48K in Q1 2023. 192 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

Carmel Capital Partners reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 584 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $45.6K.
Carmel Capital Partners first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's WisdomTree US High Dividend Fund position peaked at $48K in Q1 2023.
192 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.