Kings Point Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Kings Point Capital Management’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 Q1	$25K	Hold	282	–	–	﹤0.01%	443
2021 Q4	$23K	Hold	282	–	–	﹤0.01%	508
2021 Q3	$22K	Hold	282	–	–	﹤0.01%	476
2021 Q2	$22K	Hold	282	–	–	﹤0.01%	449
2021 Q1	$22K	Hold	282	–	–	﹤0.01%	441
2020 Q4	$20K	Sell	282 -205	-42%	-$13.7K	﹤0.01%	417
2020 Q3	$30K	Buy	+487	New	+$31K	﹤0.01%	361
2020 Q1	–	Sell	-700	Closed	-$54K	–	467
2019 Q4	$54K	Hold	700	–	–	0.01%	306
2019 Q3	$52K	Hold	700	–	–	0.01%	289
2019 Q2	$51K	Hold	700	–	–	0.01%	256
2019 Q1	$51K	Hold	700	–	–	0.01%	235
2018 Q4	$46K	Hold	700	–	–	0.01%	231
2018 Q3	$51K	Hold	700	–	–	0.01%	239
2018 Q2	$49K	Hold	700	–	–	0.01%	237
2018 Q1	$48K	Hold	700	–	–	0.01%	239
2017 Q4	$51K	Buy	+700	New	+$50K	0.01%	229

Other funds holding DHS

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

RJFSA

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

Kings Point Capital Management's DHS Position: Q1 2022 in Review

Kings Point Capital Management held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2022 at 282 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Kings Point Capital Management first reported a position in DHS in Q4 2017 and has held it in 16 quarters since. The position peaked at $54K in Q4 2019. 176 funds tracked by Wall St. Rank hold DHS as of Q1 2022.

Kings Point Capital Management held 282 shares of WisdomTree US High Dividend Fund worth $25K as of Q1 2022.
Kings Point Capital Management left its WisdomTree US High Dividend Fund share count unchanged in Q1 2022.
WisdomTree US High Dividend Fund made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #443 holding.
Kings Point Capital Management first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 16 quarters since.
Kings Point Capital Management's WisdomTree US High Dividend Fund position peaked at $54K in Q4 2019.
176 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.