Newbridge Financial Services Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Newbridge Financial Services 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
2025 Q1	–	Sell	-459	Closed	-$42.9K	–	1067
2024 Q4	$42.9K	Sell	459 -101	-18%	-$9.71K	0.01%	438
2024 Q3	$52.5K	Hold	560	–	–	0.02%	248
2024 Q2	$47.4K	Hold	560	–	–	0.02%	390
2024 Q1	$48.5K	Sell	560 -163	-23%	-$13.4K	0.02%	400
2023 Q4	$59.4K	Hold	723	–	–	0.03%	356
2023 Q3	$56.4K	Hold	723	–	–	0.03%	388
2023 Q2	$57.5K	Hold	723	–	–	0.03%	421
2023 Q1	$59.5K	Hold	723	–	–	0.03%	420
2022 Q4	$62.2K	Hold	723	–	–	0.04%	407
2022 Q3	$55K	Hold	723	–	–	0.03%	426
2022 Q2	$59K	Hold	723	–	–	0.04%	371
2022 Q1	$64K	Hold	723	–	–	0.03%	406
2021 Q4	$60K	Buy	723 +650	+890%	+$51.7K	0.03%	414
2021 Q3	$6K	Hold	73	–	–	﹤0.01%	971
2021 Q2	$6K	Hold	73	–	–	﹤0.01%	1076
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	999
2020 Q4	$5K	Hold	73	–	–	﹤0.01%	841
2020 Q3	$5K	Buy	+73	New	+$4.64K	﹤0.01%	797

Other funds holding DHS

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Newbridge Financial Services Group's DHS Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 459 shares — an estimated $42.9K sold.

Newbridge Financial Services Group first reported a position in DHS in Q3 2020 and held it in 18 quarters. The position peaked at $64K in Q1 2022. 226 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

Newbridge Financial Services Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 459 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $42.9K.
Newbridge Financial Services Group first reported a position in WisdomTree US High Dividend Fund in Q3 2020 and held it in 18 quarters.
Newbridge Financial Services Group's WisdomTree US High Dividend Fund position peaked at $64K in Q1 2022.
226 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.