Ken Fisher’s WisdomTree US High Dividend Fund DHS Stock Holding History

Ken Fisher’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 Q2	–	Sell	-2,863	Closed	-$236K	–	1169
2023 Q1	$236K	Buy	+2,863	New	+$244K	﹤0.01%	955
2015 Q2	–	Sell	-3,628	Closed	-$220K	–	597
2015 Q1	$220K	Buy	+3,628	New	+$223K	﹤0.01%	525

Other funds holding DHS

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ken Fisher's DHS Position: Q2 2023 in Review

Ken Fisher sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 2,863 shares — an estimated $236K sold.

Ken Fisher first reported a position in DHS in Q1 2015 and held it in 2 quarters. The position peaked at $236K in Q1 2023. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

Ken Fisher reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Ken Fisher sold 2,863 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $236K.
Ken Fisher first reported a position in WisdomTree US High Dividend Fund in Q1 2015 and held it in 2 quarters.
Ken Fisher's WisdomTree US High Dividend Fund position peaked at $236K in Q1 2023.
182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Fisher Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.