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)

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return