T
DHS icon

Tidemark’s WisdomTree US High Dividend Fund DHS Stock Holding History

Tidemark’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
Q1 		– Sell
-67
Closed -$5.51K – 701
2023
Q4 		$5.51K Buy
+67
New +$5.24K ﹤0.01% 492

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Tidemark's DHS Position: Q1 2024 in Review

Tidemark sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2024, closing a stake of 67 shares — an estimated $5.51K sold.

Tidemark first reported a position in DHS in Q4 2023 and held it in 1 quarter. The position peaked at $5.51K in Q4 2023. 194 funds tracked by Wall St. Rank hold DHS as of Q1 2024.

  • Tidemark reported no remaining WisdomTree US High Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 67 WisdomTree US High Dividend Fund shares in Q1 2024, an estimated $5.51K.
  • Tidemark first reported a position in WisdomTree US High Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Tidemark's WisdomTree US High Dividend Fund position peaked at $5.51K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.