DHK Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

DHK Financial Advisors’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 Q4	–	Sell	-39,719	Closed	-$3.1M	–	69
2023 Q3	$3.1M	Buy	39,719 +408	+1%	+$32.9K	2.76%	10
2023 Q2	$3.13M	Buy	39,311 +414	+1%	+$33.1K	2.66%	10
2023 Q1	$3.2M	Buy	38,897 +392	+1%	+$33.5K	3.98%	6
2022 Q4	$3.31M	Buy	38,505 +386	+1%	+$32.7K	4.61%	6
2022 Q3	$2.89M	Buy	38,119 +408	+1%	+$33.9K	4.74%	7
2022 Q2	$3.1M	Buy	37,711 +404	+1%	+$35.2K	2.97%	10
2022 Q1	$3.29M	Buy	37,307 +119	+0.3%	+$10.2K	2.77%	9
2021 Q4	$3.07M	Buy	+37,188	New	+$2.96M	2.89%	8

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHK Financial Advisors's DHS Position: Q4 2023 in Review

DHK Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 39,719 shares — an estimated $3.1M sold.

DHK Financial Advisors first reported a position in DHS in Q4 2021 and held it in 8 quarters. The position peaked at $3.31M in Q4 2022. 192 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

DHK Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
DHK Financial Advisors sold 39,719 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $3.1M.
DHK Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and held it in 8 quarters.
DHK Financial Advisors's WisdomTree US High Dividend Fund position peaked at $3.31M in Q4 2022.
192 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on DHK Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.