Total Clarity Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Total Clarity Wealth Management’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 Q2	–	Sell	-19,399	Closed	-$1.6M	–	215
2023 Q1	$1.6M	Sell	19,399 -588	-3%	-$50.2K	0.87%	27
2022 Q4	$1.72M	Buy	+19,987	New	+$1.69M	0.88%	23
2020 Q1	–	Sell	-195	Closed	-$15K	–	207
2019 Q4	$15K	Buy	+195	New	+$14.7K	0.01%	434

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Total Clarity Wealth Management's DHS Position: Q2 2023 in Review

Total Clarity Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 19,399 shares — an estimated $1.6M sold.

Total Clarity Wealth Management first reported a position in DHS in Q4 2019 and held it in 3 quarters. The position peaked at $1.72M in Q4 2022. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

Total Clarity Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 19,399 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $1.6M.
Total Clarity Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 3 quarters.
Total Clarity Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.72M in Q4 2022.
182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Total Clarity Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.