Fulcrum Equity Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Fulcrum Equity Management’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	-2,341	Closed	-$219K	–	99
2024 Q4	$219K	Buy	+2,341	New	+$225K	0.22%	103
2023 Q1	–	Sell	-32,555	Closed	-$2.8M	–	91
2022 Q4	$2.8M	Sell	32,555 -1,454	-4%	-$123K	2.3%	10
2022 Q3	$2.58M	Sell	34,009 -179	-0.5%	-$14.9K	2.18%	15
2022 Q2	$2.81M	Buy	+34,188	New	+$2.98M	2.27%	13

Other funds holding DHS

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Morgan Stanley New York $1.89T AUM 35.08% 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 $97.6B AUM 29.43% 1-Year Est. Return

Fulcrum Equity Management's DHS Position: Q1 2025 in Review

Fulcrum Equity Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 2,341 shares — an estimated $219K sold.

Fulcrum Equity Management first reported a position in DHS in Q2 2022 and held it in 4 quarters. The position peaked at $2.81M in Q2 2022. 226 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

Fulcrum Equity Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 2,341 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $219K.
Fulcrum Equity Management first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 4 quarters.
Fulcrum Equity Management's WisdomTree US High Dividend Fund position peaked at $2.81M in Q2 2022.
226 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.