HFS
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Hantz Financial Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Hantz Financial Services’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
-413
Closed -$35K – 1095
2024
Q2 		$35K Buy
+413
New +$35K ﹤0.01% 690

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Hantz Financial Services's DHS Position: Q3 2024 in Review

Hantz Financial Services sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2024, closing a stake of 413 shares — an estimated $35K sold.

Hantz Financial Services first reported a position in DHS in Q2 2024 and held it in 1 quarter. The position peaked at $35K in Q2 2024. 207 funds tracked by Wall St. Rank hold DHS as of Q3 2024.

  • Hantz Financial Services reported no remaining WisdomTree US High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Hantz Financial Services sold 413 WisdomTree US High Dividend Fund shares in Q3 2024, an estimated $35K.
  • Hantz Financial Services first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Hantz Financial Services's WisdomTree US High Dividend Fund position peaked at $35K in Q2 2024.
  • 207 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2024.

Based on Hantz Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.