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Cresset Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-3,604
Closed -$338K – 1877
2024
Q3 		$338K Hold
3,604
– – ﹤0.01% 1738
2024
Q2 		$305K Buy
+3,604
New +$305K ﹤0.01% 1709

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Cresset Asset Management's DHS Position: Q4 2024 in Review

Cresset Asset Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2024, closing a stake of 3,604 shares — an estimated $338K sold.

Cresset Asset Management first reported a position in DHS in Q2 2024 and held it in 2 quarters. The position peaked at $338K in Q3 2024. 230 funds tracked by Wall St. Rank hold DHS as of Q4 2024.

  • Cresset Asset Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 3,604 WisdomTree US High Dividend Fund shares in Q4 2024, an estimated $338K.
  • Cresset Asset Management first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and held it in 2 quarters.
  • Cresset Asset Management's WisdomTree US High Dividend Fund position peaked at $338K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.