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

Rooted Wealth 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
Q2 		– Sell
-8,135
Closed -$679K – 87
2023
Q1 		$679K Buy
+8,135
New +$695K 0.5% 37

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $240M AUM 12.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Rooted Wealth Advisors's DHS Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 8,135 shares — an estimated $679K sold.

Rooted Wealth Advisors first reported a position in DHS in Q1 2023 and held it in 1 quarter. The position peaked at $679K in Q1 2023. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 8,135 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $679K.
  • Rooted Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Rooted Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $679K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.