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

Phoenix Wealth 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
2021
Q4 		– Sell
-1,788
Closed -$138K – 172
2021
Q3 		$138K Hold
1,788
– – 0.1% 133
2021
Q2 		$139K Hold
1,788
– – 0.1% 137
2021
Q1 		$137K Sell
1,788
-710
-28% -$51.2K 0.11% 134
2020
Q4 		$173K Buy
+2,498
New +$167K 0.13% 117

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Phoenix Wealth Advisors's DHS Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2021, closing a stake of 1,788 shares — an estimated $138K sold.

Phoenix Wealth Advisors first reported a position in DHS in Q4 2020 and held it in 4 quarters. The position peaked at $173K in Q4 2020. 166 funds tracked by Wall St. Rank hold DHS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,788 WisdomTree US High Dividend Fund shares in Q4 2021, an estimated $138K.
  • Phoenix Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $173K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.