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

Modera 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
Q3 		– Sell
-13,747
Closed -$1.09M – 559
2023
Q2 		$1.09M Buy
+13,747
New +$1.1M 0.02% 285

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Modera Wealth Management's DHS Position: Q3 2023 in Review

Modera Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2023, closing a stake of 13,747 shares — an estimated $1.09M sold.

Modera Wealth Management first reported a position in DHS in Q2 2023 and held it in 1 quarter. The position peaked at $1.09M in Q2 2023. 187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

  • Modera Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 13,747 WisdomTree US High Dividend Fund shares in Q3 2023, an estimated $1.09M.
  • Modera Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Modera Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.09M in Q2 2023.
  • 187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.