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Harel Insurance Investments & Financial Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Harel Insurance Investments & 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
2022
Q2 		– Sell
-134
Closed -$12K – 727
2022
Q1 		$12K Buy
+134
New +$11.4K ﹤0.01% 653

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DHS Position: Q2 2022 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2022, closing a stake of 134 shares — an estimated $12K sold.

Harel Insurance Investments & Financial Services first reported a position in DHS in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 178 funds tracked by Wall St. Rank hold DHS as of Q2 2022.

  • Harel Insurance Investments & Financial Services reported no remaining WisdomTree US High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 134 WisdomTree US High Dividend Fund shares in Q2 2022, an estimated $12K.
  • Harel Insurance Investments & Financial Services first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's WisdomTree US High Dividend Fund position peaked at $12K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.