Focus Financial Network’s WisdomTree US High Dividend Fund DHS Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-3,831	Closed	-$315K	–	652
2023 Q4	$315K	Buy	+3,831	New	+$300K	0.01%	557
2022 Q1	–	Sell	-2,625	Closed	-$217K	–	527
2021 Q4	$217K	Hold	2,625	–	–	0.03%	332
2021 Q3	$202K	Hold	2,625	–	–	0.03%	396
2021 Q2	$205K	Hold	2,625	–	–	0.03%	395
2021 Q1	$200K	Buy	+2,625	New	+$189K	0.02%	388

Other funds holding DHS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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 Financial Network's DHS Position: Q1 2024 in Review

Focus Financial Network sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2024, closing a stake of 3,831 shares — an estimated $315K sold.

Focus Financial Network first reported a position in DHS in Q1 2021 and held it in 5 quarters. The position peaked at $315K in Q4 2023. 193 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

Focus Financial Network reported no remaining WisdomTree US High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 3,831 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $315K.
Focus Financial Network first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and held it in 5 quarters.
Focus Financial Network's WisdomTree US High Dividend Fund position peaked at $315K in Q4 2023.
193 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.