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Financial Gravity Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Financial Gravity Asset 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
2024
Q2 		$4.99K Hold
59
– – ﹤0.01% 602
2024
Q1 		$4.85K Hold
59
– – ﹤0.01% 576
2023
Q4 		$4.85K Buy
+59
New +$4.61K ﹤0.01% 597

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Gravity Asset Management's DHS Position: Q2 2024 in Review

Financial Gravity Asset Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2024 at 59 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Financial Gravity Asset Management first reported a position in DHS in Q4 2023 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold DHS as of Q2 2024.

  • Financial Gravity Asset Management held 59 shares of WisdomTree US High Dividend Fund worth $4.99K as of Q2 2024.
  • Financial Gravity Asset Management left its WisdomTree US High Dividend Fund share count unchanged in Q2 2024.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #602 holding.
  • Financial Gravity Asset Management first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.