M&R Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

M&R 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
2024 Q1	–	Sell	-164	Closed	-$13.5K	–	573
2023 Q4	$13.5K	Hold	164	–	–	﹤0.01%	369
2023 Q3	$12.8K	Hold	164	–	–	﹤0.01%	362
2023 Q2	$13K	Hold	164	–	–	﹤0.01%	359
2023 Q1	$13.5K	Sell	164 -304	-65%	-$26K	﹤0.01%	344
2022 Q4	$40.3K	Buy	+468	New	+$39.6K	0.01%	242

Other funds holding DHS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAN

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

M&R Capital Management's DHS Position: Q1 2024 in Review

M&R Capital Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2024, closing a stake of 164 shares — an estimated $13.5K sold.

M&R Capital Management first reported a position in DHS in Q4 2022 and held it in 5 quarters. The position peaked at $40.3K in Q4 2022. 194 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

M&R Capital Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 164 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $13.5K.
M&R Capital Management first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 5 quarters.
M&R Capital Management's WisdomTree US High Dividend Fund position peaked at $40.3K in Q4 2022.
194 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.