Peak Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Peak Asset Management’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 Q2	–	Sell	-3,813	Closed	-$314K	–	140
2023 Q1	$314K	Hold	3,813	–	–	0.08%	114
2022 Q4	$328K	Hold	3,813	–	–	0.09%	104
2022 Q3	$289K	Hold	3,813	–	–	0.08%	105
2022 Q2	$314K	Hold	3,813	–	–	0.09%	103
2022 Q1	$336K	Sell	3,813 -670	-15%	-$57.2K	0.08%	106
2021 Q4	$370K	Hold	4,483	–	–	0.09%	106
2021 Q3	$345K	Hold	4,483	–	–	0.09%	107
2021 Q2	$351K	Hold	4,483	–	–	0.09%	108
2021 Q1	$342K	Hold	4,483	–	–	0.08%	116
2020 Q4	$311K	Hold	4,483	–	–	0.08%	111
2020 Q3	$280K	Hold	4,483	–	–	0.08%	107
2020 Q2	$279K	Hold	4,483	–	–	0.09%	100
2020 Q1	$254K	Buy	4,483 +970	+28%	+$67.9K	0.1%	93
2019 Q4	$270K	Hold	3,513	–	–	0.08%	103
2019 Q3	$262K	Hold	3,513	–	–	0.09%	103
2019 Q2	$256K	Hold	3,513	–	–	0.08%	107
2019 Q1	$255K	Hold	3,513	–	–	0.09%	111
2018 Q4	$229K	Buy	3,513 +42	+1%	+$2.92K	0.09%	111
2018 Q3	$250K	Hold	3,471	–	–	0.08%	114
2018 Q2	$243K	Hold	3,471	–	–	0.09%	113
2018 Q1	$236K	Hold	3,471	–	–	0.09%	111
2017 Q4	$253K	Hold	3,471	–	–	0.09%	110
2017 Q3	$243K	Hold	3,471	–	–	0.09%	125
2017 Q2	$237K	Hold	3,471	–	–	0.09%	125
2017 Q1	$238K	Sell	3,471 -125	-3%	-$8.5K	0.09%	127
2016 Q4	$242K	Buy	3,596 +450	+14%	+$29.5K	0.1%	128
2016 Q3	$209K	Buy	3,146 +150	+5%	+$10.1K	0.09%	131
2016 Q2	$200K	Buy	+2,996	New	+$192K	0.09%	127

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Peak Asset Management's DHS Position: Q2 2023 in Review

Peak Asset Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 3,813 shares — an estimated $314K sold.

Peak Asset Management first reported a position in DHS in Q2 2016 and held it in 28 quarters. The position peaked at $370K in Q4 2021. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

Peak Asset Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Peak Asset Management sold 3,813 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $314K.
Peak Asset Management first reported a position in WisdomTree US High Dividend Fund in Q2 2016 and held it in 28 quarters.
Peak Asset Management's WisdomTree US High Dividend Fund position peaked at $370K in Q4 2021.
182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Peak Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.