Clear Creek Financial Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Clear Creek Financial Management’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
2023 Q1	–	Sell	-3,088	Closed	-$266K	–	311
2022 Q4	$266K	Buy	3,088 +100	+3%	+$8.46K	0.06%	230
2022 Q3	$227K	Hold	2,988	–	–	0.05%	237
2022 Q2	$246K	Hold	2,988	–	–	0.05%	243
2022 Q1	$263K	Sell	2,988 -91	-3%	-$7.78K	0.04%	277
2021 Q4	$254K	Buy	3,079 +355	+13%	+$28.2K	0.04%	277
2021 Q3	$210K	Sell	2,724 -493	-15%	-$39K	0.03%	291
2021 Q2	$252K	Buy	+3,217	New	+$254K	0.04%	258

Other funds holding DHS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

CAN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Clear Creek Financial Management's DHS Position: Q1 2023 in Review

Clear Creek Financial Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 3,088 shares — an estimated $266K sold.

Clear Creek Financial Management first reported a position in DHS in Q2 2021 and held it in 7 quarters. The position peaked at $266K in Q4 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

Clear Creek Financial Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Clear Creek Financial Management sold 3,088 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $266K.
Clear Creek Financial Management first reported a position in WisdomTree US High Dividend Fund in Q2 2021 and held it in 7 quarters.
Clear Creek Financial Management's WisdomTree US High Dividend Fund position peaked at $266K in Q4 2022.
201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Clear Creek Financial Management's 13F filing for Q1 2023, filed 20 Apr 2023.