CWM
DHS icon

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

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return