Rain Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Rain Capital 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
2024 Q2	$344	Hold	4	–	–	﹤0.01%	94
2024 Q1	$346	Sell	4 -15	-79%	-$1.24K	﹤0.01%	94
2023 Q4	$1.56K	Hold	19	–	–	﹤0.01%	89
2023 Q3	$1.46K	Hold	19	–	–	﹤0.01%	84
2023 Q2	$1.47K	Buy	19 +1	+6%	+$80	﹤0.01%	90
2023 Q1	$1.51K	Hold	18	–	–	﹤0.01%	107
2022 Q4	$1.56K	Hold	18	–	–	﹤0.01%	89
2022 Q3	$1K	Sell	18 -89	-83%	-$7.38K	﹤0.01%	67
2022 Q2	$9K	Buy	+107	New	+$9.33K	0.01%	48

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return