Neuberger Berman Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Neuberger Berman Group’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 Q3	–	Sell	-2,504	Closed	-$206K	–	1853
2022 Q2	$206K	Hold	2,504	–	–	﹤0.01%	1746
2022 Q1	$221K	Sell	2,504 -4,000	-62%	-$342K	﹤0.01%	1779
2021 Q4	$537K	Hold	6,504	–	–	﹤0.01%	1526
2021 Q3	$501K	Hold	6,504	–	–	﹤0.01%	1470
2021 Q2	$509K	Hold	6,504	–	–	﹤0.01%	1475
2021 Q1	$496K	Hold	6,504	–	–	﹤0.01%	1485
2020 Q4	$451K	Sell	6,504 -1,000	-13%	-$66.7K	﹤0.01%	1417
2020 Q3	$469K	Buy	+7,504	New	+$477K	﹤0.01%	1360

Other funds holding DHS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAN

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group's DHS Position: Q3 2022 in Review

Neuberger Berman Group sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 2,504 shares — an estimated $206K sold.

Neuberger Berman Group first reported a position in DHS in Q3 2020 and held it in 8 quarters. The position peaked at $537K in Q4 2021. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

Neuberger Berman Group reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Neuberger Berman Group sold 2,504 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $206K.
Neuberger Berman Group first reported a position in WisdomTree US High Dividend Fund in Q3 2020 and held it in 8 quarters.
Neuberger Berman Group's WisdomTree US High Dividend Fund position peaked at $537K in Q4 2021.
175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Neuberger Berman Group's 13F filing for Q3 2022, filed 15 Nov 2022.