Claraphi Advisory Network’s WisdomTree US High Dividend Fund DHS Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$560K	Buy	6,504 +3,728	+134%	+$316K	0.22%	123
2022 Q3	$210K	Buy	+2,776	New	+$230K	0.11%	173
2020 Q2	–	Sell	-2,980	Closed	-$169K	–	488
2020 Q1	$169K	Buy	+2,980	New	+$209K	0.08%	222

Other funds holding DHS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

CAN

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Claraphi Advisory Network's DHS Position: Q4 2022 in Review

Claraphi Advisory Network increased its WisdomTree US High Dividend Fund (DHS) stake by 134% in Q4 2022, buying an estimated $316K and bringing the position to 6,504 shares worth $560K. The position accounts for 0.22% of the portfolio, ranked #123.

Claraphi Advisory Network first reported a position in DHS in Q1 2020 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

Claraphi Advisory Network held 6,504 shares of WisdomTree US High Dividend Fund worth $560K as of Q4 2022.
Claraphi Advisory Network bought 3,728 WisdomTree US High Dividend Fund shares in Q4 2022, an estimated $316K.
WisdomTree US High Dividend Fund made up 0.22% of Claraphi Advisory Network's portfolio in Q4 2022, its #123 holding.
Claraphi Advisory Network first reported a position in WisdomTree US High Dividend Fund in Q1 2020 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.