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

First Manhattan’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 Q3	–	Sell	-1,295	Closed	-$103K	–	1507
2023 Q2	$103K	Hold	1,295	–	–	﹤0.01%	765
2023 Q1	$107K	Sell	1,295 -1	-0.1%	-$85	﹤0.01%	799
2022 Q4	$112K	Hold	1,296	–	–	﹤0.01%	814
2022 Q3	$98K	Buy	1,296 +1	+0.1%	+$83	﹤0.01%	813
2022 Q2	$106K	Hold	1,295	–	–	﹤0.01%	830
2022 Q1	$114K	Hold	1,295	–	–	﹤0.01%	852
2021 Q4	$106K	Hold	1,295	–	–	﹤0.01%	863
2021 Q3	$99K	Hold	1,295	–	–	﹤0.01%	865
2021 Q2	$101K	Hold	1,295	–	–	﹤0.01%	859
2021 Q1	$98K	Hold	1,295	–	–	﹤0.01%	834
2020 Q4	$89K	Buy	+1,295	New	+$86.4K	﹤0.01%	810
2016 Q3	–	Sell	-753	Closed	-$50K	–	1405
2016 Q2	$50K	Hold	753	–	–	﹤0.01%	944
2016 Q1	$47K	Sell	753 -168	-18%	-$9.94K	﹤0.01%	927
2015 Q4	$54K	Hold	921	–	–	﹤0.01%	927
2015 Q3	$51K	Hold	921	–	–	﹤0.01%	933
2015 Q2	$54K	Hold	921	–	–	﹤0.01%	948
2015 Q1	$55K	Hold	921	–	–	﹤0.01%	953
2014 Q4	$56K	Hold	921	–	–	﹤0.01%	961
2014 Q3	$54K	Buy	+921	New	+$54.7K	﹤0.01%	946

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

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

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

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

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

CAN

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MLA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Manhattan's DHS Position: Q3 2023 in Review

First Manhattan sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2023, closing a stake of 1,295 shares — an estimated $103K sold.

First Manhattan first reported a position in DHS in Q3 2014 and held it in 19 quarters. The position peaked at $114K in Q1 2022. 187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

First Manhattan reported no remaining WisdomTree US High Dividend Fund position as of Q3 2023 after selling out during the quarter.
First Manhattan sold 1,295 WisdomTree US High Dividend Fund shares in Q3 2023, an estimated $103K.
First Manhattan first reported a position in WisdomTree US High Dividend Fund in Q3 2014 and held it in 19 quarters.
First Manhattan's WisdomTree US High Dividend Fund position peaked at $114K in Q1 2022.
187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on First Manhattan's 13F filing for Q3 2023, filed 14 Nov 2023.