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HeadInvest LLC’s WisdomTree US High Dividend Fund DHS Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-2,950
Closed -$226K – 337
2023
Q3 		$226K Sell
2,950
-2,480
-46% -$200K 0.05% 205
2023
Q2 		$446K Buy
+5,430
New +$435K 0.1% 148

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HeadInvest LLC's DHS Position: Q4 2023 in Review

HeadInvest LLC sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 2,950 shares — an estimated $226K sold.

HeadInvest LLC first reported a position in DHS in Q2 2023 and held it in 2 quarters. The position peaked at $446K in Q2 2023. 192 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

  • HeadInvest LLC reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 2,950 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $226K.
  • HeadInvest LLC first reported a position in WisdomTree US High Dividend Fund in Q2 2023 and held it in 2 quarters.
  • HeadInvest LLC's WisdomTree US High Dividend Fund position peaked at $446K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.