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MTM Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

MTM Investment 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
2022
Q1 		– Sell
-676
Closed -$56K – 286
2021
Q4 		$56K Hold
676
– – 0.03% 226
2021
Q3 		$52K Hold
676
– – 0.03% 206
2021
Q2 		$53K Sell
676
-103
-13% -$8.13K 0.03% 204
2021
Q1 		$59K Hold
779
– – 0.03% 193
2020
Q4 		$54K Buy
+779
New +$52K 0.03% 180

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MTM Investment Management's DHS Position: Q1 2022 in Review

MTM Investment Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2022, closing a stake of 676 shares — an estimated $56K sold.

MTM Investment Management first reported a position in DHS in Q4 2020 and held it in 5 quarters. The position peaked at $59K in Q1 2021. 176 funds tracked by Wall St. Rank hold DHS as of Q1 2022.

  • MTM Investment Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • MTM Investment Management sold 676 WisdomTree US High Dividend Fund shares in Q1 2022, an estimated $56K.
  • MTM Investment Management first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and held it in 5 quarters.
  • MTM Investment Management's WisdomTree US High Dividend Fund position peaked at $59K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2022.

Based on MTM Investment Management's 13F filing for Q1 2022, filed 2 May 2022.