MUFG Americas’s WisdomTree US High Dividend Fund DHS Stock Holding History

MUFG Americas’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 Q4	–	Sell	-2,354	Closed	-$178K	–	190
2022 Q3	$178K	Sell	2,354 -2,000	-46%	-$166K	﹤0.01%	385
2022 Q2	$358K	Buy	+4,354	New	+$380K	0.01%	346
2020 Q1	–	Sell	-380	Closed	-$29K	–	714
2019 Q4	$29K	Hold	380	–	–	﹤0.01%	596
2019 Q3	$28K	Hold	380	–	–	﹤0.01%	601
2019 Q2	$28K	Hold	380	–	–	﹤0.01%	601
2019 Q1	$28K	Hold	380	–	–	﹤0.01%	597
2018 Q4	$25K	Hold	380	–	–	﹤0.01%	550
2018 Q3	$27K	Hold	380	–	–	﹤0.01%	593
2018 Q2	$27K	Hold	380	–	–	﹤0.01%	621
2018 Q1	$26K	Hold	380	–	–	﹤0.01%	613
2017 Q4	$28K	Hold	380	–	–	﹤0.01%	668
2017 Q3	$27K	Buy	+380	New	+$26.1K	﹤0.01%	665

Other funds holding DHS

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return