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

TRUADVICE’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
Q3 		$304K Buy
+4,011
New +$323K 0.12% 169

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's DHS Position: Q3 2023 in Review

TRUADVICE opened a new position in WisdomTree US High Dividend Fund (DHS) in Q3 2023: 4,011 shares worth $304K. The stake represents 0.12% of the portfolio and ranks #169 among its holdings.

187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

  • TRUADVICE held 4,011 shares of WisdomTree US High Dividend Fund worth $304K as of Q3 2023.
  • WisdomTree US High Dividend Fund was a new TRUADVICE position in Q3 2023.
  • WisdomTree US High Dividend Fund made up 0.12% of TRUADVICE's portfolio in Q3 2023, its #169 holding.
  • 187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.