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Destiny Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Destiny 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
2023
Q1 		– Sell
-238
Closed -$20.5K – 288
2022
Q4 		$20.5K Buy
+238
New +$20.1K ﹤0.01% 397

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Destiny Wealth Partners's DHS Position: Q1 2023 in Review

Destiny Wealth Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 238 shares — an estimated $20.5K sold.

Destiny Wealth Partners first reported a position in DHS in Q4 2022 and held it in 1 quarter. The position peaked at $20.5K in Q4 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

  • Destiny Wealth Partners reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 238 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $20.5K.
  • Destiny Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Destiny Wealth Partners's WisdomTree US High Dividend Fund position peaked at $20.5K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.