EPG Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

EPG Wealth Management’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	-25	Closed	-$1.95K	–	431
2023 Q3	$1.95K	Sell	25 -103	-80%	-$8.3K	﹤0.01%	405
2023 Q2	$10.2K	Hold	128	–	–	﹤0.01%	354
2023 Q1	$10.5K	Hold	128	–	–	﹤0.01%	361
2022 Q4	$11K	Sell	128 -581	-82%	-$49.2K	﹤0.01%	327
2022 Q3	$54K	Buy	+709	New	+$58.8K	0.02%	251
2022 Q2	–	Sell	-697	Closed	-$61K	–	239
2022 Q1	$61K	Buy	697 +1	+0.1%	+$85	0.02%	284
2021 Q4	$57K	Sell	696 -65	-9%	-$5.17K	0.02%	283
2021 Q3	$59K	Buy	+761	New	+$60.3K	0.02%	265
2020 Q2	–	Sell	-1,186	Closed	-$67K	–	281
2020 Q1	$67K	Buy	1,186 +407	+52%	+$28.5K	0.05%	234
2019 Q4	$60K	Buy	+779	New	+$58.7K	0.04%	210

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