SFC
DHS icon

SYM Financial Corp’s WisdomTree US High Dividend Fund DHS Stock Holding History

SYM Financial Corp’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
-1,741
Closed -$136K – 184
2023
Q3 		$136K Buy
+1,741
New +$140K 0.02% 101

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYM Financial Corp's DHS Position: Q4 2023 in Review

SYM Financial Corp sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2023, closing a stake of 1,741 shares — an estimated $136K sold.

SYM Financial Corp first reported a position in DHS in Q3 2023 and held it in 1 quarter. The position peaked at $136K in Q3 2023. 191 funds tracked by Wall St. Rank hold DHS as of Q4 2023.

  • SYM Financial Corp reported no remaining WisdomTree US High Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • SYM Financial Corp sold 1,741 WisdomTree US High Dividend Fund shares in Q4 2023, an estimated $136K.
  • SYM Financial Corp first reported a position in WisdomTree US High Dividend Fund in Q3 2023 and held it in 1 quarter.
  • SYM Financial Corp's WisdomTree US High Dividend Fund position peaked at $136K in Q3 2023.
  • 191 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2023.

Based on SYM Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.