Cedar Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cedar Wealth Management’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 Q3	–	Sell	-2,151	Closed	-$168K	–	269
2021 Q2	$168K	Sell	2,151 -3,038	-59%	-$240K	0.08%	113
2021 Q1	$396K	Buy	5,189 +17	+0.3%	+$1.23K	0.2%	81
2020 Q4	$359K	Buy	5,172 +39	+0.8%	+$2.6K	0.19%	75
2020 Q3	$321K	Buy	5,133 +4	+0.1%	+$255	0.2%	74
2020 Q2	$319K	Sell	5,129 -32	-0.6%	-$1.97K	0.22%	65
2020 Q1	$292K	Buy	5,161 +3	+0.1%	+$210	0.2%	61
2019 Q4	$396K	Sell	5,158 -189	-4%	-$14.2K	0.23%	49
2019 Q3	$398K	Buy	5,347 +4,124	+337%	+$300K	0.27%	38
2019 Q2	$89K	Buy	+1,223	New	+$88.4K	0.06%	91

Other funds holding DHS

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cedar Wealth Management's DHS Position: Q3 2021 in Review

Cedar Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2021, closing a stake of 2,151 shares — an estimated $168K sold.

Cedar Wealth Management first reported a position in DHS in Q2 2019 and held it in 9 quarters. The position peaked at $398K in Q3 2019. 152 funds tracked by Wall St. Rank hold DHS as of Q3 2021.

Cedar Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Cedar Wealth Management sold 2,151 WisdomTree US High Dividend Fund shares in Q3 2021, an estimated $168K.
Cedar Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2019 and held it in 9 quarters.
Cedar Wealth Management's WisdomTree US High Dividend Fund position peaked at $398K in Q3 2019.
152 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2021.

Based on Cedar Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.