CWM
DHS icon

Curi Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Curi Wealth 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
2022
Q2 		– Sell
-236
Closed -$20K – 648
2022
Q1 		$20K Buy
+236
New +$20.2K ﹤0.01% 286

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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Curi Wealth Management's DHS Position: Q2 2022 in Review

Curi Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2022, closing a stake of 236 shares — an estimated $20K sold.

Curi Wealth Management first reported a position in DHS in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 178 funds tracked by Wall St. Rank hold DHS as of Q2 2022.

  • Curi Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Curi Wealth Management sold 236 WisdomTree US High Dividend Fund shares in Q2 2022, an estimated $20K.
  • Curi Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Curi Wealth Management's WisdomTree US High Dividend Fund position peaked at $20K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.