Concord Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Concord Wealth 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
2024 Q1	–	Sell	-383	Closed	-$31.5K	–	867
2023 Q4	$31.5K	Hold	383	–	–	0.01%	424
2023 Q3	$29.9K	Hold	383	–	–	0.01%	447
2023 Q2	$30.5K	Hold	383	–	–	0.01%	436
2023 Q1	$31.5K	Hold	383	–	–	0.01%	417
2022 Q4	$33K	Buy	+383	New	+$32.4K	0.01%	452
2022 Q3	–	Sell	-594	Closed	-$49K	–	388
2022 Q2	$49K	Hold	594	–	–	0.01%	381
2022 Q1	$52K	Buy	594 +250	+73%	+$21.4K	0.01%	429
2021 Q4	$28K	Buy	+344	New	+$27.4K	0.01%	569

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

CAN

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MLA

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

Concord Wealth Partners's DHS Position: Q1 2024 in Review

Concord Wealth Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2024, closing a stake of 383 shares — an estimated $31.5K sold.

Concord Wealth Partners first reported a position in DHS in Q4 2021 and held it in 8 quarters. The position peaked at $52K in Q1 2022. 194 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

Concord Wealth Partners reported no remaining WisdomTree US High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 383 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $31.5K.
Concord Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and held it in 8 quarters.
Concord Wealth Partners's WisdomTree US High Dividend Fund position peaked at $52K in Q1 2022.
194 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.