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Johnson Financial Group Inc (Wisconsin)’s WisdomTree US High Dividend Fund DHS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-1,051
Closed -$82K – 945
2023
Q3 		$82K Buy
+1,051
New +$84.7K 0.01% 332

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LW
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Bank of America
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CAN
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MLA
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IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DHS Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 1,051 shares — an estimated $82K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DHS in Q3 2023 and held it in 1 quarter. The position peaked at $82K in Q3 2023. 191 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,051 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $82K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s WisdomTree US High Dividend Fund position peaked at $82K in Q3 2023.
  • 191 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.