CA
DHS icon

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

Cetera Advisors’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 		$9.36M Buy
107,995
+10,257
+10% +$844K 0.07% 270
2023
Q4 		$8.03M Buy
97,738
+10,909
+13% +$853K 0.11% 182
2023
Q3 		$6.78M Buy
86,829
+9,133
+12% +$736K 0.11% 197
2023
Q2 		$6.18M Buy
77,696
+3,454
+5% +$276K 0.1% 209
2023
Q1 		$6.11M Buy
74,242
+3,221
+5% +$275K 0.1% 208
2022
Q4 		$6.11M Buy
71,021
+2,729
+4% +$231K 0.11% 198
2022
Q3 		$5.18M Buy
68,292
+3,277
+5% +$272K 0.14% 166
2022
Q2 		$5.35M Buy
65,015
+800
+1% +$69.8K 0.12% 171
2022
Q1 		$5.66M Sell
64,215
-1,618
-2% -$138K 0.11% 185
2021
Q4 		$5.43M Buy
65,833
+14,205
+28% +$1.13M 0.11% 191
2021
Q3 		$3.97M Buy
51,628
+48,473
+1,536% +$3.84M 0.08% 267
2021
Q2 		$247K Buy
3,155
+1
+0% +$79 0.01% 1139
2021
Q1 		$241K Hold
3,154
– – 0.01% 1058
2020
Q4 		$219K Buy
+3,154
New +$210K 0.01% 946
2020
Q1 		– Sell
-3,299
Closed -$253K – 841
2019
Q4 		$253K Buy
+3,299
New +$249K 0.01% 777
2017
Q2 		– Sell
-9,545
Closed -$653K – 835
2017
Q1 		$653K Buy
9,545
+1,135
+13% +$77.2K 0.04% 375
2016
Q4 		$567K Buy
+8,410
New +$552K 0.04% 375

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Cetera Advisors's DHS Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree US High Dividend Fund (DHS) stake by 10% in Q1 2024, buying an estimated $844K and bringing the position to 107,995 shares worth $9.36M. The position accounts for 0.07% of the portfolio, ranked #270.

Cetera Advisors first reported a position in DHS in Q4 2016 and has held it in 17 quarters since. 194 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

  • Cetera Advisors held 107,995 shares of WisdomTree US High Dividend Fund worth $9.36M as of Q1 2024.
  • Cetera Advisors bought 10,257 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $844K.
  • WisdomTree US High Dividend Fund made up 0.07% of Cetera Advisors's portfolio in Q1 2024, its #270 holding.
  • Cetera Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and has held it in 17 quarters since.
  • 194 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

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