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)

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return