Investors Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-3,422	Closed	-$282K	–	49
2021 Q4	$282K	Hold	3,422	–	–	0.13%	164
2021 Q3	$263K	Buy	3,422 +37	+1%	+$2.93K	0.14%	162
2021 Q2	$265K	Hold	3,385	–	–	0.14%	166
2021 Q1	$258K	Hold	3,385	–	–	0.15%	149
2020 Q4	$235K	Hold	3,385	–	–	0.16%	146
2020 Q3	$212K	Buy	+3,385	New	+$215K	0.16%	137
2020 Q1	–	Sell	-3,200	Closed	-$246K	–	130
2019 Q4	$246K	Buy	+3,200	New	+$241K	0.2%	109

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Investors Financial Group's DHS Position: Q1 2022 in Review

Investors Financial Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2022, closing a stake of 3,422 shares — an estimated $282K sold.

Investors Financial Group first reported a position in DHS in Q4 2019 and held it in 7 quarters. The position peaked at $282K in Q4 2021. 176 funds tracked by Wall St. Rank hold DHS as of Q1 2022.

Investors Financial Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 3,422 WisdomTree US High Dividend Fund shares in Q1 2022, an estimated $282K.
Investors Financial Group first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 7 quarters.
Investors Financial Group's WisdomTree US High Dividend Fund position peaked at $282K in Q4 2021.
176 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.