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Patriot Financial Group Insurance Agency’s WisdomTree US High Dividend Fund DHS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$16K – 780
2022
Q2 		$16K Buy
200
+2
+1% +$174 ﹤0.01% 1079
2022
Q1 		$17K Hold
198
– – ﹤0.01% 1147
2021
Q4 		$16K Buy
198
+2
+1% +$159 ﹤0.01% 1302
2021
Q3 		$15K Buy
196
+2
+1% +$158 ﹤0.01% 1322
2021
Q2 		$15K Buy
194
+2
+1% +$158 ﹤0.01% 1289
2021
Q1 		$15K Buy
192
+1
+0.5% +$72 ﹤0.01% 1206
2020
Q4 		$13K Sell
191
-102
-35% -$6.81K ﹤0.01% 1125
2020
Q3 		$18K Buy
293
+1
+0.3% +$64 0.01% 820
2020
Q2 		$18K Buy
292
+2
+0.7% +$123 0.01% 770
2020
Q1 		$16K Buy
290
+1
+0.3% +$70 0.01% 709
2019
Q4 		$22K Buy
289
+3
+1% +$226 0.01% 654
2019
Q3 		$21K Buy
286
+1
+0.4% +$73 0.01% 632
2019
Q2 		$21K Buy
285
+3
+1% +$217 0.01% 629
2019
Q1 		$20K Hold
282
– – 0.01% 554
2018
Q4 		$18K Buy
282
+1
+0.4% +$70 0.01% 495
2018
Q3 		$20K Buy
281
+106
+61% +$7.61K 0.01% 483
2018
Q2 		$12K Sell
175
-106
-38% -$7.32K 0.01% 371
2018
Q1 		$19K Buy
281
+175
+165% +$12.4K 0.01% 478
2017
Q4 		$8K Hold
106
– – 0.01% 620
2017
Q3 		$8K Hold
106
– – 0.01% 589
2017
Q2 		$7K Hold
106
– – 0.01% 601
2017
Q1 		$7K Buy
106
+1
+1% +$68 0.01% 554
2016
Q4 		$7K Buy
+105
New +$6.89K 0.01% 518

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DHS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 200 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in DHS in Q4 2016 and held it in 23 quarters. The position peaked at $22K in Q4 2019. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $16K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree US High Dividend Fund position peaked at $22K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.