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Columbia Advisory Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Columbia Advisory Partners’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
-2,840
Closed -$244K – 60
2022
Q4 		$244K Buy
+2,840
New +$240K 0.23% 53

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Columbia Advisory Partners's DHS Position: Q1 2023 in Review

Columbia Advisory Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 2,840 shares — an estimated $244K sold.

Columbia Advisory Partners first reported a position in DHS in Q4 2022 and held it in 1 quarter. The position peaked at $244K in Q4 2022. 200 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

  • Columbia Advisory Partners reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Columbia Advisory Partners sold 2,840 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $244K.
  • Columbia Advisory Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Columbia Advisory Partners's WisdomTree US High Dividend Fund position peaked at $244K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Columbia Advisory Partners's 13F filing for Q1 2023, filed 9 May 2023.