Stonebridge Financial Planning Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-1,300	Closed	-$110K	–	167
2021 Q4	$110K	Hold	1,300	–	–	0.06%	153
2021 Q3	$104K	Hold	1,300	–	–	0.05%	163
2021 Q2	$102K	Hold	1,300	–	–	0.05%	158
2021 Q1	$101K	Hold	1,300	–	–	0.06%	159
2020 Q4	$90K	Sell	1,300 -250	-16%	-$16.7K	0.06%	159
2020 Q3	$100K	Sell	1,550 -520	-25%	-$33.1K	0.07%	134
2020 Q2	$129K	Buy	2,070 +2	+0.1%	+$123	0.11%	112
2020 Q1	$125K	Buy	2,068 +1	+0%	+$70	0.12%	108
2019 Q4	$159K	Buy	+2,067	New	+$156K	0.14%	103

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stonebridge Financial Planning Group's DHS Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2022, closing a stake of 1,300 shares — an estimated $110K sold.

Stonebridge Financial Planning Group first reported a position in DHS in Q4 2019 and held it in 9 quarters. The position peaked at $159K in Q4 2019. 176 funds tracked by Wall St. Rank hold DHS as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,300 WisdomTree US High Dividend Fund shares in Q1 2022, an estimated $110K.
Stonebridge Financial Planning Group first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's WisdomTree US High Dividend Fund position peaked at $159K in Q4 2019.
176 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.