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Gradient Investments’s WisdomTree US High Dividend Fund DHS Stock Holding History

Gradient Investments’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
Q3 		– Sell
-8
Closed -$677 – 545
2024
Q2 		$677 Buy
+8
New +$677 ﹤0.01% 1146

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Gradient Investments's DHS Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2024, closing a stake of 8 shares — an estimated $677 sold.

Gradient Investments first reported a position in DHS in Q2 2024 and held it in 1 quarter. The position peaked at $677 in Q2 2024. 208 funds tracked by Wall St. Rank hold DHS as of Q3 2024.

  • Gradient Investments reported no remaining WisdomTree US High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 8 WisdomTree US High Dividend Fund shares in Q3 2024, an estimated $677.
  • Gradient Investments first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's WisdomTree US High Dividend Fund position peaked at $677 in Q2 2024.
  • 208 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.