Jackson Grant Investment Advisers’s WisdomTree US High Dividend Fund DHS Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-161	Closed	-$12K	–	321
2022 Q3	$12K	Buy	161 +2	+1%	+$166	0.01%	292
2022 Q2	$13K	Hold	159	–	–	0.01%	300
2022 Q1	$14K	Buy	+159	New	+$13.6K	0.01%	312
2021 Q4	–	Sell	-159	Closed	-$12K	–	287
2021 Q3	$12K	Hold	159	–	–	0.01%	320
2021 Q2	$12K	Hold	159	–	–	0.01%	335
2021 Q1	$12K	Buy	+159	New	+$11.5K	0.01%	328

Other funds holding DHS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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 $240M AUM 12.17% 1-Year Est. Return

Jackson Grant Investment Advisers's DHS Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2022, closing a stake of 161 shares — an estimated $12K sold.

Jackson Grant Investment Advisers first reported a position in DHS in Q1 2021 and held it in 6 quarters. The position peaked at $14K in Q1 2022. 200 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining WisdomTree US High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 161 WisdomTree US High Dividend Fund shares in Q4 2022, an estimated $12K.
Jackson Grant Investment Advisers first reported a position in WisdomTree US High Dividend Fund in Q1 2021 and held it in 6 quarters.
Jackson Grant Investment Advisers's WisdomTree US High Dividend Fund position peaked at $14K in Q1 2022.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.