Tradewinds Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Tradewinds Capital 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
2022 Q2	–	Sell	-317	Closed	-$28K	–	510
2022 Q1	$28K	Buy	317 +1	+0.3%	+$85	﹤0.01%	324
2021 Q4	$26K	Buy	+316	New	+$25.1K	﹤0.01%	337

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMLI

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

Tradewinds Capital Management's DHS Position: Q2 2022 in Review

Tradewinds Capital Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2022, closing a stake of 317 shares — an estimated $28K sold.

Tradewinds Capital Management first reported a position in DHS in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 178 funds tracked by Wall St. Rank hold DHS as of Q2 2022.

Tradewinds Capital Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 317 WisdomTree US High Dividend Fund shares in Q2 2022, an estimated $28K.
Tradewinds Capital Management first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and held it in 2 quarters.
Tradewinds Capital Management's WisdomTree US High Dividend Fund position peaked at $28K in Q1 2022.
178 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.