Ledge Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Ledge Wealth 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
2023 Q4	$5.04M	Buy	61,342 +155	+0.3%	+$12.1K	1.96%	13
2023 Q3	$4.78M	Sell	61,187 -55	-0.1%	-$4.43K	2.14%	12
2023 Q2	$4.87M	Sell	61,242 -2,008	-3%	-$161K	2.33%	13
2023 Q1	$5.2M	Sell	63,250 -7,898	-11%	-$674K	2.47%	12
2022 Q4	$6.12M	Buy	+71,148	New	+$6.02M	2.79%	12
2022 Q3	–	Sell	-119,252	Closed	-$9.81M	–	66
2022 Q2	$9.81M	Buy	119,252 +15,856	+15%	+$1.38M	6.03%	3
2022 Q1	$9.11M	Buy	+103,396	New	+$8.83M	5.66%	5

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $240M AUM 12.17% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ledge Wealth Management's DHS Position: Q4 2023 in Review

Ledge Wealth Management increased its WisdomTree US High Dividend Fund (DHS) stake by 0.25% in Q4 2023, buying an estimated $12.1K and bringing the position to 61,342 shares worth $5.04M. The position accounts for 1.96% of the portfolio, ranked #13.

Ledge Wealth Management first reported a position in DHS in Q1 2022 and has held it in 7 quarters since. The position peaked at $9.81M in Q2 2022. 191 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

Ledge Wealth Management held 61,342 shares of WisdomTree US High Dividend Fund worth $5.04M as of Q4 2023.
Ledge Wealth Management bought 155 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $12.1K.
WisdomTree US High Dividend Fund made up 1.96% of Ledge Wealth Management's portfolio in Q4 2023, its #13 holding.
Ledge Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and has held it in 7 quarters since.
Ledge Wealth Management's WisdomTree US High Dividend Fund position peaked at $9.81M in Q2 2022.
191 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.