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Northwest Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-508
Closed -$47.6K – 207
2024
Q3 		$47.6K Buy
+508
New +$45.8K 0.04% 236
2024
Q1 		– Sell
-508
Closed -$41.7K – 185
2023
Q4 		$41.7K Buy
+508
New +$39.7K 0.04% 231

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Northwest Financial Advisors's DHS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2024, closing a stake of 508 shares — an estimated $47.6K sold.

Northwest Financial Advisors first reported a position in DHS in Q4 2023 and held it in 2 quarters. The position peaked at $47.6K in Q3 2024. 230 funds tracked by Wall St. Rank hold DHS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 508 WisdomTree US High Dividend Fund shares in Q4 2024, an estimated $47.6K.
  • Northwest Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's WisdomTree US High Dividend Fund position peaked at $47.6K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.