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Financial Planners of Cleveland’s WisdomTree US High Dividend Fund DHS Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-2,985
Closed -$255K – 65
2021
Q4 		$255K Buy
+2,985
New +$237K 0.1% 73

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Planners of Cleveland's DHS Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2022, closing a stake of 2,985 shares — an estimated $255K sold.

Financial Planners of Cleveland first reported a position in DHS in Q4 2021 and held it in 1 quarter. The position peaked at $255K in Q4 2021. 176 funds tracked by Wall St. Rank hold DHS as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining WisdomTree US High Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 2,985 WisdomTree US High Dividend Fund shares in Q1 2022, an estimated $255K.
  • Financial Planners of Cleveland first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's WisdomTree US High Dividend Fund position peaked at $255K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.