Sound Income Strategies’s WisdomTree US High Dividend Fund DHS Stock Holding History

Sound Income Strategies’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
2025 Q1	–	Sell	-76	Closed	-$7.09K	–	1576
2024 Q4	$7.09K	Hold	76	–	–	﹤0.01%	926
2024 Q3	$7.13K	Hold	76	–	–	﹤0.01%	871
2024 Q2	$6.43K	Hold	76	–	–	﹤0.01%	883
2024 Q1	$6.59K	Hold	76	–	–	﹤0.01%	857
2023 Q4	$6.25K	Hold	76	–	–	﹤0.01%	839
2023 Q3	$5.93K	Hold	76	–	–	﹤0.01%	709
2023 Q2	$6.05K	Hold	76	–	–	﹤0.01%	698
2023 Q1	$6.25K	Hold	76	–	–	﹤0.01%	658
2022 Q4	$6.54K	Buy	+76	New	+$6.43K	﹤0.01%	606
2018 Q2	–	Sell	-27	Closed	-$2K	–	651
2018 Q1	$2K	Hold	27	–	–	﹤0.01%	470
2017 Q4	$2K	Buy	+27	New	+$1.93K	﹤0.01%	397

Other funds holding DHS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

IWP

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

MLA

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

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

Sound Income Strategies's DHS Position: Q1 2025 in Review

Sound Income Strategies sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2025, closing a stake of 76 shares — an estimated $7.09K sold.

Sound Income Strategies first reported a position in DHS in Q4 2017 and held it in 11 quarters. The position peaked at $7.13K in Q3 2024. 224 funds tracked by Wall St. Rank hold DHS as of Q1 2025.

Sound Income Strategies reported no remaining WisdomTree US High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Sound Income Strategies sold 76 WisdomTree US High Dividend Fund shares in Q1 2025, an estimated $7.09K.
Sound Income Strategies first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 11 quarters.
Sound Income Strategies's WisdomTree US High Dividend Fund position peaked at $7.13K in Q3 2024.
224 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2025.

Based on Sound Income Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.