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

Kiely Wealth 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
2024
Q4 		$12.5K Hold
130
– – 0.01% 189
2024
Q3 		$12.7K Hold
130
– – 0.01% 186
2024
Q2 		$11.5K Hold
130
– – 0.01% 177
2024
Q1 		$11K Hold
130
– – 0.01% 164
2023
Q4 		$10.7K Buy
+130
New +$10.2K 0.01% 165

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Kiely Wealth Advisory Group's DHS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its WisdomTree US High Dividend Fund (DHS) position steady in Q4 2024 at 130 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #189.

Kiely Wealth Advisory Group first reported a position in DHS in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.7K in Q3 2024. 230 funds tracked by Wall St. Rank hold DHS as of Q4 2024.

  • Kiely Wealth Advisory Group held 130 shares of WisdomTree US High Dividend Fund worth $12.5K as of Q4 2024.
  • Kiely Wealth Advisory Group left its WisdomTree US High Dividend Fund share count unchanged in Q4 2024.
  • WisdomTree US High Dividend Fund made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #189 holding.
  • Kiely Wealth Advisory Group first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's WisdomTree US High Dividend Fund position peaked at $12.7K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.