Iams Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Iams Wealth 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	-2,935	Closed	-$274K	–	159
2024 Q4	$274K	Buy	+2,935	New	+$282K	0.13%	141
2023 Q4	–	Sell	-3,311	Closed	-$258K	–	110
2023 Q3	$258K	Buy	+3,311	New	+$267K	0.18%	104
2023 Q2	–	Sell	-3,311	Closed	-$265K	–	148
2023 Q1	$269K	Hold	3,311	–	–	0.22%	91
2022 Q4	$285K	Buy	+3,311	New	+$280K	0.29%	83

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

Iams Wealth Management's DHS Position: Q1 2025 in Review

Iams Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 2,935 shares — an estimated $274K sold.

Iams Wealth Management first reported a position in DHS in Q4 2022 and held it in 4 quarters. The position peaked at $285K in Q4 2022. 226 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

Iams Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Iams Wealth Management sold 2,935 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $274K.
Iams Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 4 quarters.
Iams Wealth Management's WisdomTree US High Dividend Fund position peaked at $285K in Q4 2022.
226 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.