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)

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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