New Legacy Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

New Legacy 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
2023 Q3	$781K	Hold	10,000	–	–	2.13%	13
2023 Q2	$796K	Hold	10,000	–	–	2.01%	13
2023 Q1	$823K	Hold	10,000	–	–	2.34%	12
2022 Q4	$861K	Hold	10,000	–	–	2.68%	12
2022 Q3	$758K	Hold	10,000	–	–	1.95%	14
2022 Q2	$823K	Hold	10,000	–	–	1.67%	13
2022 Q1	$881K	Hold	10,000	–	–	0.33%	14
2021 Q4	$825K	Buy	+10,000	New	+$795K	0.16%	14

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 $271M AUM 15.56% 1-Year Est. Return

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

New Legacy Group's DHS Position: Q3 2023 in Review

New Legacy Group held its WisdomTree US High Dividend Fund (DHS) position steady in Q3 2023 at 10,000 shares worth $781K. The position accounts for 2.13% of the portfolio, ranked #13.

New Legacy Group first reported a position in DHS in Q4 2021 and has held it in 8 quarters since. The position peaked at $881K in Q1 2022. 187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

New Legacy Group held 10,000 shares of WisdomTree US High Dividend Fund worth $781K as of Q3 2023.
New Legacy Group left its WisdomTree US High Dividend Fund share count unchanged in Q3 2023.
WisdomTree US High Dividend Fund made up 2.13% of New Legacy Group's portfolio in Q3 2023, its #13 holding.
New Legacy Group first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's WisdomTree US High Dividend Fund position peaked at $881K in Q1 2022.
187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.