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WealthPlan Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-800
Closed -$63.7K – 205
2023
Q2 		$63.7K Hold
800
– – 0.02% 184
2023
Q1 		$65.8K Buy
+800
New +$68.3K 0.01% 227

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

WealthPlan Investment Management's DHS Position: Q3 2023 in Review

WealthPlan Investment Management sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2023, closing a stake of 800 shares — an estimated $63.7K sold.

WealthPlan Investment Management first reported a position in DHS in Q1 2023 and held it in 2 quarters. The position peaked at $65.8K in Q1 2023. 187 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

  • WealthPlan Investment Management reported no remaining WisdomTree US High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 800 WisdomTree US High Dividend Fund shares in Q3 2023, an estimated $63.7K.
  • WealthPlan Investment Management first reported a position in WisdomTree US High Dividend Fund in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's WisdomTree US High Dividend Fund position peaked at $65.8K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.