First Horizon Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

First Horizon Advisors’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 Q1	–	Sell	-96	Closed	-$8.26K	–	2470
2022 Q4	$8.26K	Hold	96	–	–	﹤0.01%	1631
2022 Q3	$6K	Sell	96 -430	-82%	-$35.7K	﹤0.01%	1690
2022 Q2	$43K	Buy	+526	New	+$45.9K	﹤0.01%	984

Other funds holding DHS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

First Horizon Advisors's DHS Position: Q1 2023 in Review

First Horizon Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 96 shares — an estimated $8.26K sold.

First Horizon Advisors first reported a position in DHS in Q2 2022 and held it in 3 quarters. The position peaked at $43K in Q2 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

First Horizon Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
First Horizon Advisors sold 96 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $8.26K.
First Horizon Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 3 quarters.
First Horizon Advisors's WisdomTree US High Dividend Fund position peaked at $43K in Q2 2022.
201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.