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Realta Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Realta Investment 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
2023
Q1 		– Sell
-504
Closed -$43.4K – 489
2022
Q4 		$43.4K Hold
504
– – 0.01% 565
2022
Q3 		$38K Buy
+504
New +$41.8K 0.01% 555

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 22.9% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Realta Investment Advisors's DHS Position: Q1 2023 in Review

Realta Investment Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 504 shares — an estimated $43.4K sold.

Realta Investment Advisors first reported a position in DHS in Q3 2022 and held it in 2 quarters. The position peaked at $43.4K in Q4 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

  • Realta Investment Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 504 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $43.4K.
  • Realta Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's WisdomTree US High Dividend Fund position peaked at $43.4K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.