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

Parallel 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
2023 Q4	–	Sell	-226	Closed	-$17.7K	–	3360
2023 Q3	$17.7K	Sell	226 -138	-38%	-$11.1K	﹤0.01%	1909
2023 Q2	$29K	Sell	364 -223	-38%	-$17.8K	﹤0.01%	1674
2023 Q1	$48.4K	Buy	587 +181	+45%	+$15.5K	﹤0.01%	1382
2022 Q4	$35K	Buy	406 +328	+421%	+$27.8K	﹤0.01%	1453
2022 Q3	$6K	Buy	+78	New	+$6.47K	﹤0.01%	2198
2018 Q2	–	Sell	-789	Closed	-$54K	–	2109
2018 Q1	$54K	Hold	789	–	–	0.01%	661
2017 Q4	$57K	Hold	789	–	–	0.01%	661
2017 Q3	$56K	Hold	789	–	–	0.01%	639
2017 Q2	$54K	Hold	789	–	–	0.01%	662
2017 Q1	$54K	Hold	789	–	–	0.01%	629
2016 Q4	$53K	Buy	+789	New	+$51.8K	0.01%	565

Other funds holding DHS

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

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

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

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

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

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

CAN

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

MLA

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

IWP

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

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

Parallel Advisors's DHS Position: Q4 2023 in Review

Parallel Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 226 shares — an estimated $17.7K sold.

Parallel Advisors first reported a position in DHS in Q4 2016 and held it in 11 quarters. The position peaked at $57K in Q4 2017. 192 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

Parallel Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Parallel Advisors sold 226 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $17.7K.
Parallel Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 11 quarters.
Parallel Advisors's WisdomTree US High Dividend Fund position peaked at $57K in Q4 2017.
192 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.