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Quantitative Advantage’s WisdomTree US High Dividend Fund DHS Stock Holding History

Quantitative Advantage’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
Q1 		$2.41M Buy
29,261
+6,220
+27% +$531K 0.35% 59
2022
Q4 		$1.98M Buy
23,041
+6,345
+38% +$537K 0.31% 66
2022
Q3 		$1.27M Buy
16,696
+4,643
+39% +$385K 0.22% 71
2022
Q2 		$992K Buy
+12,053
New +$1.05M 0.17% 68

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
LW
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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Quantitative Advantage's DHS Position: Q1 2023 in Review

Quantitative Advantage increased its WisdomTree US High Dividend Fund (DHS) stake by 27% in Q1 2023, buying an estimated $531K and bringing the position to 29,261 shares worth $2.41M. The position accounts for 0.35% of the portfolio, ranked #59.

Quantitative Advantage first reported a position in DHS in Q2 2022 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

  • Quantitative Advantage held 29,261 shares of WisdomTree US High Dividend Fund worth $2.41M as of Q1 2023.
  • Quantitative Advantage bought 6,220 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $531K.
  • WisdomTree US High Dividend Fund made up 0.35% of Quantitative Advantage's portfolio in Q1 2023, its #59 holding.
  • Quantitative Advantage first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.