Stock Yards Bank & Trust’s WisdomTree US High Dividend Fund DHS Stock Holding History

Stock Yards Bank & Trust’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 Q4	–	Sell	-2,995	Closed	-$234K	–	381
2023 Q3	$234K	Hold	2,995	–	–	0.01%	348
2023 Q2	$238K	Sell	2,995 -275	-8%	-$22K	0.01%	360
2023 Q1	$269K	Sell	3,270 -875	-21%	-$74.7K	0.01%	353
2022 Q4	$357K	Sell	4,145 -35	-0.8%	-$2.96K	0.01%	331
2022 Q3	$317K	Hold	4,180	–	–	0.01%	332
2022 Q2	$344K	Buy	+4,180	New	+$365K	0.01%	334

Other funds holding DHS

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IWP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stock Yards Bank & Trust's DHS Position: Q4 2023 in Review

Stock Yards Bank & Trust sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 2,995 shares — an estimated $234K sold.

Stock Yards Bank & Trust first reported a position in DHS in Q2 2022 and held it in 6 quarters. The position peaked at $357K in Q4 2022. 191 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

Stock Yards Bank & Trust reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Stock Yards Bank & Trust sold 2,995 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $234K.
Stock Yards Bank & Trust first reported a position in WisdomTree US High Dividend Fund in Q2 2022 and held it in 6 quarters.
Stock Yards Bank & Trust's WisdomTree US High Dividend Fund position peaked at $357K in Q4 2022.
191 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on Stock Yards Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.