West Bancorporation’s WisdomTree US High Dividend Fund DHS Stock Holding History

West Bancorporation’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 Q4	–	Sell	-750	Closed	-$57K	–	131
2022 Q3	$57K	Hold	750	–	–	0.04%	159
2022 Q2	$62K	Hold	750	–	–	0.04%	156
2022 Q1	$66K	Hold	750	–	–	0.04%	164
2021 Q4	$62K	Buy	+750	New	+$59.6K	0.05%	144
2020 Q3	$47K	Hold	750	–	–	0.06%	139
2020 Q2	$47K	Hold	750	–	–	0.05%	138
2020 Q1	$42K	Hold	750	–	–	0.06%	134
2019 Q4	$58K	Buy	+750	New	+$56.5K	0.06%	133

Other funds holding DHS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

West Bancorporation's DHS Position: Q4 2022 in Review

West Bancorporation sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2022, closing a stake of 750 shares — an estimated $57K sold.

West Bancorporation first reported a position in DHS in Q4 2019 and held it in 8 quarters. The position peaked at $66K in Q1 2022. 200 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

West Bancorporation reported no remaining WisdomTree US High Dividend Fund position as of Q4 2022 after selling out during the quarter.
West Bancorporation sold 750 WisdomTree US High Dividend Fund shares in Q4 2022, an estimated $57K.
West Bancorporation first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 8 quarters.
West Bancorporation's WisdomTree US High Dividend Fund position peaked at $66K in Q1 2022.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

Based on West Bancorporation's 13F filing for Q4 2022, filed 30 Jan 2023.