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Mowery & Schoenfeld Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Mowery & Schoenfeld 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
2024
Q4 		– Sell
-740
Closed -$69.4K – 496
2024
Q3 		$69.4K Hold
740
– – 0.11% 80
2024
Q2 		$62.6K Buy
+740
New +$62.6K 0.09% 84

Other funds holding DHS

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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DHS Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2024, closing a stake of 740 shares — an estimated $69.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DHS in Q2 2024 and held it in 2 quarters. The position peaked at $69.4K in Q3 2024. 230 funds tracked by Wall St. Rank hold DHS as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 740 WisdomTree US High Dividend Fund shares in Q4 2024, an estimated $69.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's WisdomTree US High Dividend Fund position peaked at $69.4K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.