Money Concepts Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Money Concepts Capital’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	-3,924	Closed	-$312K	–	351
2023 Q2	$312K	Buy	+3,924	New	+$314K	0.03%	302
2023 Q1	–	Sell	-3,470	Closed	-$299K	–	1047
2022 Q4	$299K	Buy	3,470 +75	+2%	+$6.35K	0.01%	558
2022 Q3	$257K	Buy	3,395 +918	+37%	+$76.2K	0.02%	385
2022 Q2	$206K	Sell	2,477 -582	-19%	-$50.8K	0.02%	407
2022 Q1	$269K	Sell	3,059 -30	-1%	-$2.56K	0.02%	609
2021 Q4	$255K	Buy	+3,089	New	+$246K	0.02%	441
2021 Q1	$228K	Buy	2,987 +29	+1%	+$2.09K	0.02%	452
2020 Q4	$205K	Buy	+2,958	New	+$197K	0.02%	410

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

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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 $240M AUM 12.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's DHS Position: Q3 2023 in Review

Money Concepts Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2023, closing a stake of 3,924 shares — an estimated $312K sold.

Money Concepts Capital first reported a position in DHS in Q4 2020 and held it in 8 quarters. The position peaked at $312K in Q2 2023. 187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

Money Concepts Capital reported no remaining WisdomTree US High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Money Concepts Capital sold 3,924 WisdomTree US High Dividend Fund shares in Q3 2023, an estimated $312K.
Money Concepts Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's WisdomTree US High Dividend Fund position peaked at $312K in Q2 2023.
187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on Money Concepts Capital's 13F filing for Q3 2023, filed 1 Nov 2023.