D.E. Shaw & Co
DHS icon

D.E. Shaw & Co’s WisdomTree US High Dividend Fund DHS Stock Holding History

D.E. Shaw & Co’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
Q2 		– Sell
-4,372
Closed -$379K – 4547
2024
Q1 		$379K Sell
4,372
-2,421
-36% -$199K ﹤0.01% 3615
2023
Q4 		$558K Buy
+6,793
New +$531K ﹤0.01% 3463

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
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

D.E. Shaw & Co's DHS Position: Q2 2024 in Review

D.E. Shaw & Co sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2024, closing a stake of 4,372 shares — an estimated $379K sold.

D.E. Shaw & Co first reported a position in DHS in Q4 2023 and held it in 2 quarters. The position peaked at $558K in Q4 2023. 203 funds tracked by Wall St. Rank hold DHS as of Q2 2024.

  • D.E. Shaw & Co reported no remaining WisdomTree US High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 4,372 WisdomTree US High Dividend Fund shares in Q2 2024, an estimated $379K.
  • D.E. Shaw & Co first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and held it in 2 quarters.
  • D.E. Shaw & Co's WisdomTree US High Dividend Fund position peaked at $558K in Q4 2023.
  • 203 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2024.

Based on D.E. Shaw & Co's 13F filing for Q2 2024, filed 14 Aug 2024.