Prudential plc
DHS icon

Prudential plc’s WisdomTree US High Dividend Fund DHS Stock Holding History

Prudential plc’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
-92,550
Closed -$7.61M – 891
2023
Q1 		$7.61M Sell
92,550
-5,940
-6% -$507K 0.09% 146
2022
Q4 		$8.48M Sell
98,490
-4,420
-4% -$374K 0.11% 125
2022
Q3 		$7.8M Buy
+102,910
New +$8.54M 0.12% 106

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prudential plc's DHS Position: Q2 2023 in Review

Prudential plc sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 92,550 shares — an estimated $7.61M sold.

Prudential plc first reported a position in DHS in Q3 2022 and held it in 3 quarters. The position peaked at $8.48M in Q4 2022. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

  • Prudential plc reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Prudential plc sold 92,550 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $7.61M.
  • Prudential plc first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and held it in 3 quarters.
  • Prudential plc's WisdomTree US High Dividend Fund position peaked at $8.48M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Prudential plc's 13F filing for Q2 2023, filed 14 Aug 2023.