City Center Advisors LLC’s WisdomTree US High Dividend Fund DHS Stock Holding History

City Center Advisors LLC’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
2025 Q1	–	Sell	-2,341	Closed	-$219K	–	159
2024 Q4	$219K	Buy	+2,341	New	+$225K	0.25%	148

Other funds holding DHS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

City Center Advisors LLC's DHS Position: Q1 2025 in Review

City Center Advisors LLC sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 2,341 shares — an estimated $219K sold.

City Center Advisors LLC first reported a position in DHS in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

City Center Advisors LLC reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
City Center Advisors LLC sold 2,341 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $219K.
City Center Advisors LLC first reported a position in WisdomTree US High Dividend Fund in Q4 2024 and held it in 1 quarter.
City Center Advisors LLC's WisdomTree US High Dividend Fund position peaked at $219K in Q4 2024.
224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on City Center Advisors LLC's 13F filing for Q1 2025, filed 14 Apr 2025.