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

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)

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

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

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

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

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return