CFO
DHS icon

CVA Family Office’s WisdomTree US High Dividend Fund DHS Stock Holding History

CVA Family Office’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
Q3 		– Sell
-1,911
Closed -$152K – 412
2023
Q2 		$152K Buy
1,911
+20
+1% +$1.6K 0.03% 256
2023
Q1 		$156K Buy
1,891
+19
+1% +$1.62K 0.03% 248
2022
Q4 		$161K Buy
1,872
+19
+1% +$1.61K 0.04% 229
2022
Q3 		$140K Buy
1,853
+20
+1% +$1.66K 0.04% 204
2022
Q2 		$151K Buy
1,833
+19
+1% +$1.66K 0.04% 190
2022
Q1 		$160K Buy
1,814
+6
+0.3% +$513 0.04% 198
2021
Q4 		$149K Buy
1,808
+93
+5% +$7.39K 0.04% 189
2021
Q3 		$107K Sell
1,715
-58
-3% -$4.59K 0.08% 119
2021
Q2 		$139K Buy
1,773
+14
+0.8% +$1.1K 0.04% 191
2021
Q1 		$134K Buy
1,759
+14
+0.8% +$1.01K 0.05% 150
2020
Q4 		$121K Buy
1,745
+30
+2% +$2K 0.07% 118
2020
Q3 		$107K Buy
1,715
+15
+0.9% +$954 0.08% 119
2020
Q2 		$106K Buy
1,700
+18
+1% +$1.11K 0.09% 110
2020
Q1 		$95K Buy
+1,682
New +$118K 0.1% 103

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CVA Family Office's DHS Position: Q3 2023 in Review

CVA Family Office sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2023, closing a stake of 1,911 shares — an estimated $152K sold.

CVA Family Office first reported a position in DHS in Q1 2020 and held it in 14 quarters. The position peaked at $161K in Q4 2022. 187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

  • CVA Family Office reported no remaining WisdomTree US High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • CVA Family Office sold 1,911 WisdomTree US High Dividend Fund shares in Q3 2023, an estimated $152K.
  • CVA Family Office first reported a position in WisdomTree US High Dividend Fund in Q1 2020 and held it in 14 quarters.
  • CVA Family Office's WisdomTree US High Dividend Fund position peaked at $161K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on CVA Family Office's 13F filing for Q3 2023, filed 11 Oct 2023.