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

Claro 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 Q2	–	Sell	-5,774	Closed	-$500K	–	435
2024 Q1	$500K	Buy	5,774 +225	+4%	+$18.5K	0.09%	240
2023 Q4	$456K	Buy	5,549 +182	+3%	+$14.2K	0.1%	229
2023 Q3	$419K	Buy	5,367 +311	+6%	+$25.1K	0.1%	222
2023 Q2	$402K	Buy	5,056 +852	+20%	+$68.2K	0.1%	226
2023 Q1	$346K	Buy	4,204 +1,808	+75%	+$154K	0.1%	229
2022 Q4	$206K	Buy	+2,396	New	+$203K	0.07%	280

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

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

Claro Advisors's DHS Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2024, closing a stake of 5,774 shares — an estimated $500K sold.

Claro Advisors first reported a position in DHS in Q4 2022 and held it in 6 quarters. The position peaked at $500K in Q1 2024. 203 funds tracked by Wall St. Rank hold DHS as of Q2 2024.

Claro Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 5,774 WisdomTree US High Dividend Fund shares in Q2 2024, an estimated $500K.
Claro Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 6 quarters.
Claro Advisors's WisdomTree US High Dividend Fund position peaked at $500K in Q1 2024.
203 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.