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)

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

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

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

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

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