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EverSource Wealth Advisors’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

EverSource Wealth Advisors’s Portfolio DWSH Stock Details DWSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,925
Closed -$20.6K – 4067
2024
Q4 		$20.6K Hold
2,925
– – ﹤0.01% 1606
2024
Q3 		$20.9K Hold
2,925
– – ﹤0.01% 1464
2024
Q2 		$20.5K Hold
2,925
– – ﹤0.01% 1494
2024
Q1 		$21.9K Hold
2,925
– – ﹤0.01% 1320
2023
Q4 		$20.6K Hold
2,925
– – ﹤0.01% 1221
2023
Q3 		$26.9K Hold
2,925
– – ﹤0.01% 1025
2023
Q2 		$25.6K Hold
2,925
– – ﹤0.01% 1057
2023
Q1 		$26.5K Buy
2,925
+1,125
+63% +$9.87K ﹤0.01% 984
2022
Q4 		$17.9K Buy
1,800
+1,100
+157% +$11K ﹤0.01% 1098
2022
Q3 		$8K Buy
700
+300
+75% +$2.89K ﹤0.01% 1189
2022
Q2 		$4K Buy
+400
New +$3.79K ﹤0.01% 1316

Other funds holding DWSH

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HA
Hanover Advisors Seneca, South Carolina $246M AUM 12.74% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EverSource Wealth Advisors's DWSH Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q1 2025, closing a stake of 2,925 shares — an estimated $20.6K sold.

EverSource Wealth Advisors first reported a position in DWSH in Q2 2022 and held it in 11 quarters. The position peaked at $26.9K in Q3 2023. 8 funds tracked by Wall St. Rank hold DWSH as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,925 AdvisorShares Dorsey Wright Short ETF shares in Q1 2025, an estimated $20.6K.
  • EverSource Wealth Advisors first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2022 and held it in 11 quarters.
  • EverSource Wealth Advisors's AdvisorShares Dorsey Wright Short ETF position peaked at $26.9K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.