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Cetera Advisor Networks’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$21.9M Sell
252,269
-9,163
-4% -$754K 0.11% 202
2023
Q4 		$21.5M Sell
261,432
-4,847
-2% -$379K 0.12% 174
2023
Q3 		$20.8M Sell
266,279
-5,134
-2% -$414K 0.13% 161
2023
Q2 		$21.6M Sell
271,413
-15,569
-5% -$1.25M 0.15% 145
2023
Q1 		$23.6M Buy
286,982
+2,974
+1% +$254K 0.17% 133
2022
Q4 		$24.4M Buy
284,008
+14,913
+6% +$1.26M 0.2% 110
2022
Q3 		$20.4M Buy
269,095
+2,539
+1% +$211K 0.25% 87
2022
Q2 		$21.9M Buy
266,556
+10,101
+4% +$881K 0.28% 73
2022
Q1 		$22.6M Buy
256,455
+13,536
+6% +$1.16M 0.27% 67
2021
Q4 		$20.1M Buy
242,919
+1,257
+0.5% +$100K 0.25% 81
2021
Q3 		$18.6M Buy
241,662
+2,585
+1% +$205K 0.25% 81
2021
Q2 		$18.7M Sell
239,077
-12,113
-5% -$956K 0.26% 76
2021
Q1 		$19.2M Sell
251,190
-17,638
-7% -$1.27M 0.41% 49
2020
Q4 		$18.6M Sell
268,828
-788
-0.3% -$52.6K 0.43% 45
2020
Q3 		$16.8M Buy
269,616
+128
+0% +$8.14K 0.44% 46
2020
Q2 		$16.8M Buy
269,488
+274
+0.1% +$16.8K 0.45% 45
2020
Q1 		$15.2M Sell
269,214
-1,583
-0.6% -$111K 0.5% 46
2019
Q4 		$20.8M Buy
270,797
+4,922
+2% +$371K 0.56% 37
2019
Q3 		$19.8M Buy
265,875
+2,620
+1% +$191K 0.6% 39
2019
Q2 		$19.1M Buy
263,255
+9,440
+4% +$683K 0.59% 39
2019
Q1 		$18.4M Buy
253,815
+33,776
+15% +$2.38M 0.6% 39
2018
Q4 		$14.3M Buy
220,039
+7,099
+3% +$494K 0.55% 38
2018
Q3 		$15.4M Buy
+212,940
New +$15.3M 0.53% 41
2018
Q2 		– Sell
-224,669
Closed -$15.3M – 861
2018
Q1 		$15.3M Buy
224,669
+501
+0.2% +$35.5K 0.67% 32
2017
Q4 		$16.3M Buy
224,168
+5,186
+2% +$370K 0.69% 29
2017
Q3 		$15.3M Sell
218,982
-1,109
-0.5% -$76.3K 0.7% 29
2017
Q2 		$15M Buy
220,091
+3,582
+2% +$245K 0.71% 27
2017
Q1 		$14.8M Sell
216,509
-5,639
-3% -$384K 0.71% 28
2016
Q4 		$14.9M Sell
222,148
-28,635
-11% -$1.88M 0.78% 27
2016
Q3 		$16.7M Buy
250,783
+26,905
+12% +$1.8M 0.64% 34
2016
Q2 		$14.9M Buy
223,878
+2,447
+1% +$157K 0.87% 26
2016
Q1 		$14M Buy
221,431
+2,909
+1% +$172K 0.87% 23
2015
Q4 		$12.9M Buy
218,522
+12,005
+6% +$709K 0.82% 23
2015
Q3 		$11.5M Buy
206,517
+10,515
+5% +$610K 0.78% 24
2015
Q2 		$11.9M Hold
196,002
– – 0.76% 25
2015
Q1 		$11.9M Buy
196,002
+14,924
+8% +$917K 0.76% 25
2014
Q4 		$11.1M Buy
181,078
+11,210
+7% +$679K 0.79% 25
2014
Q3 		$10.1M Buy
169,868
+10,106
+6% +$601K 0.69% 26
2014
Q2 		$9.49M Buy
159,762
+7,140
+5% +$413K 0.62% 26
2014
Q1 		$8.63M Buy
152,622
+14,771
+11% +$808K 0.62% 27
2013
Q4 		$7.61M Buy
137,851
+2,685
+2% +$145K 0.58% 33
2013
Q3 		$7.02M Buy
135,166
+7,586
+6% +$398K 0.61% 37
2013
Q2 		$6.6M Buy
+127,580
New +$6.69M 0.66% 27

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisor Networks's DHS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WisdomTree US High Dividend Fund (DHS) stake by 3.5% in Q1 2024, selling an estimated $754K and leaving 252,269 shares worth $21.9M. The position accounts for 0.11% of the portfolio, ranked #202.

Cetera Advisor Networks first reported a position in DHS in Q2 2013 and has held it in 43 quarters since. The position peaked at $24.4M in Q4 2022. 193 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

  • Cetera Advisor Networks held 252,269 shares of WisdomTree US High Dividend Fund worth $21.9M as of Q1 2024.
  • Cetera Advisor Networks sold 9,163 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $754K.
  • WisdomTree US High Dividend Fund made up 0.11% of Cetera Advisor Networks's portfolio in Q1 2024, its #202 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's WisdomTree US High Dividend Fund position peaked at $24.4M in Q4 2022.
  • 193 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.