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

Reframe Wealth’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
2022 Q4	$344K	Buy	+4,000	New	+$339K	0.13%	44

Other funds holding DHS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

MLA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Reframe Wealth's DHS Position: Q4 2022 in Review

Reframe Wealth opened a new position in WisdomTree US High Dividend Fund (DHS) in Q4 2022: 4,000 shares worth $344K. The stake represents 0.13% of the portfolio and ranks #44 among its holdings.

201 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

Reframe Wealth held 4,000 shares of WisdomTree US High Dividend Fund worth $344K as of Q4 2022.
WisdomTree US High Dividend Fund was a new Reframe Wealth position in Q4 2022.
WisdomTree US High Dividend Fund made up 0.13% of Reframe Wealth's portfolio in Q4 2022, its #44 holding.
201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.