Eldridge Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Eldridge Investment 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 Q2	–	Sell	-12,120	Closed	-$997K	–	146
2023 Q1	$997K	Sell	12,120 -12,899	-52%	-$1.1M	0.35%	58
2022 Q4	$2.15M	Buy	25,019 +15,861	+173%	+$1.34M	0.75%	32
2022 Q3	$694K	Buy	+9,158	New	+$760K	0.27%	60

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Eldridge Investment Advisors's DHS Position: Q2 2023 in Review

Eldridge Investment Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 12,120 shares — an estimated $997K sold.

Eldridge Investment Advisors first reported a position in DHS in Q3 2022 and held it in 3 quarters. The position peaked at $2.15M in Q4 2022. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

Eldridge Investment Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 12,120 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $997K.
Eldridge Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and held it in 3 quarters.
Eldridge Investment Advisors's WisdomTree US High Dividend Fund position peaked at $2.15M in Q4 2022.
182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Eldridge Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.