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	Sell	59 -59	-50%	-$4.99K	﹤0.01%	602
2024 Q1	$9.96K	Sell	118 -1,062	-90%	-$87.4K	﹤0.01%	720
2023 Q4	$1.09M	Buy	1,180 +59	+5%	+$4.61K	0.01%	352
2023 Q3	$1.08M	Buy	1,121 +1,062	+1,800%	+$85.6K	0.01%	338
2023 Q2	$5	Buy	+59	New	+$4.72K	﹤0.01%	1582

Other funds holding DHS

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

IWP

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

MLA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Financial Gravity Asset Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 50% in Q2 2024, selling an estimated $4.99K and leaving 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 Q2 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2023. 203 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 sold 59 WisdomTree US High Dividend Fund shares in Q2 2024, an estimated $4.99K.
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 Q2 2023 and has held it in 5 quarters since.
Financial Gravity Asset Management's WisdomTree US High Dividend Fund position peaked at $1.09M in Q4 2023.
203 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.