SWS Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-946	Closed	-$80.1K	–	153
2024 Q2	$80.1K	Buy	+946	New	+$80.1K	0.02%	141
2018 Q2	–	Sell	-1,303	Closed	-$87K	–	154
2018 Q1	$87K	Hold	1,303	–	–	0.06%	103
2017 Q4	$95K	Buy	+1,303	New	+$93.1K	0.07%	94

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

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

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

SWS Partners's DHS Position: Q3 2024 in Review

SWS Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2024, closing a stake of 946 shares — an estimated $80.1K sold.

SWS Partners first reported a position in DHS in Q4 2017 and held it in 3 quarters. The position peaked at $95K in Q4 2017. 207 funds tracked by Wall St. Rank hold DHS as of Q3 2024.

SWS Partners reported no remaining WisdomTree US High Dividend Fund position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 946 WisdomTree US High Dividend Fund shares in Q3 2024, an estimated $80.1K.
SWS Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 3 quarters.
SWS Partners's WisdomTree US High Dividend Fund position peaked at $95K in Q4 2017.
207 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.