Journey Advisory Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Journey Advisory 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 Q4	–	Sell	-5,624	Closed	-$426K	–	223
2022 Q3	$426K	Hold	5,624	–	–	0.11%	154
2022 Q2	$476K	Hold	5,624	–	–	0.11%	154
2022 Q1	$495K	Hold	5,624	–	–	0.13%	135
2021 Q4	$464K	Hold	5,624	–	–	0.13%	142
2021 Q3	$433K	Hold	5,624	–	–	0.14%	130
2021 Q2	$440K	Hold	5,624	–	–	0.14%	126
2021 Q1	$429K	Hold	5,624	–	–	0.15%	122
2020 Q4	$390K	Buy	+5,624	New	+$375K	0.15%	119

Other funds holding DHS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Journey Advisory Group's DHS Position: Q4 2022 in Review

Journey Advisory Group sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2022, closing a stake of 5,624 shares — an estimated $426K sold.

Journey Advisory Group first reported a position in DHS in Q4 2020 and held it in 8 quarters. The position peaked at $495K in Q1 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

Journey Advisory Group reported no remaining WisdomTree US High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 5,624 WisdomTree US High Dividend Fund shares in Q4 2022, an estimated $426K.
Journey Advisory Group first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's WisdomTree US High Dividend Fund position peaked at $495K in Q1 2022.
201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.