LRI Investments’s WisdomTree US High Dividend Fund DHS Stock Holding History

LRI Investments’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
2025 Q1	–	Sell	-885	Closed	-$82.6K	–	1222
2024 Q4	$82.6K	Hold	885	–	–	0.01%	445
2024 Q3	$86.2K	Hold	885	–	–	0.01%	438
2024 Q2	$74.9K	Hold	885	–	–	0.01%	430
2024 Q1	$76.7K	Buy	+885	New	+$72.9K	0.02%	232

Other funds holding DHS

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

MLA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LRI Investments's DHS Position: Q1 2025 in Review

LRI Investments sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 885 shares — an estimated $82.6K sold.

LRI Investments first reported a position in DHS in Q1 2024 and held it in 4 quarters. The position peaked at $86.2K in Q3 2024. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

LRI Investments reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
LRI Investments sold 885 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $82.6K.
LRI Investments first reported a position in WisdomTree US High Dividend Fund in Q1 2024 and held it in 4 quarters.
LRI Investments's WisdomTree US High Dividend Fund position peaked at $86.2K in Q3 2024.
224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on LRI Investments's 13F filing for Q1 2025, filed 1 May 2025.