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

Transparent Wealth 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
2022
Q2 		– Sell
-37,307
Closed -$3.29M – 28
2022
Q1 		$3.29M Buy
+37,307
New +$3.19M 2.77% 9

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Transparent Wealth Partners's DHS Position: Q2 2022 in Review

Transparent Wealth Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2022, closing a stake of 37,307 shares — an estimated $3.29M sold.

Transparent Wealth Partners first reported a position in DHS in Q1 2022 and held it in 1 quarter. The position peaked at $3.29M in Q1 2022. 178 funds tracked by Wall St. Rank hold DHS as of Q2 2022.

  • Transparent Wealth Partners reported no remaining WisdomTree US High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 37,307 WisdomTree US High Dividend Fund shares in Q2 2022, an estimated $3.29M.
  • Transparent Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's WisdomTree US High Dividend Fund position peaked at $3.29M in Q1 2022.
  • 178 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.