Fort Point Capital Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Fort Point Capital Partners’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
2025 Q1	–	Sell	-6,097	Closed	-$569K	–	309
2024 Q4	$569K	Buy	+6,097	New	+$586K	0.06%	186
2024 Q3	–	Sell	-2,869	Closed	-$243K	–	300
2024 Q2	$243K	Hold	2,869	–	–	0.03%	281
2024 Q1	$249K	Sell	2,869 -13,077	-82%	-$1.08M	0.03%	281
2023 Q4	$1.31M	Buy	+15,946	New	+$1.25M	0.19%	86

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

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

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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MLA

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

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

Fort Point Capital Partners's DHS Position: Q1 2025 in Review

Fort Point Capital Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 6,097 shares — an estimated $569K sold.

Fort Point Capital Partners first reported a position in DHS in Q4 2023 and held it in 4 quarters. The position peaked at $1.31M in Q4 2023. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

Fort Point Capital Partners reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Fort Point Capital Partners sold 6,097 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $569K.
Fort Point Capital Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and held it in 4 quarters.
Fort Point Capital Partners's WisdomTree US High Dividend Fund position peaked at $1.31M in Q4 2023.
224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.