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Wipfli Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wipfli Financial Advisors’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
Q3 		$181K Buy
+2,382
New +$198K 0.01% 477
2022
Q2 		– Sell
-2,382
Closed -$210K – 91
2022
Q1 		$210K Buy
+2,382
New +$204K 0.02% 95

Other funds holding DHS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wipfli Financial Advisors's DHS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WisdomTree US High Dividend Fund (DHS) in Q3 2022: 2,382 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in DHS as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in DHS in Q1 2022 and has held it in 2 quarters since. The position peaked at $210K in Q1 2022. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

  • Wipfli Financial Advisors held 2,382 shares of WisdomTree US High Dividend Fund worth $181K as of Q3 2022.
  • WisdomTree US High Dividend Fund was a new Wipfli Financial Advisors position in Q3 2022.
  • WisdomTree US High Dividend Fund made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #477 holding.
  • Wipfli Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and has held it in 2 quarters since.
  • Wipfli Financial Advisors's WisdomTree US High Dividend Fund position peaked at $210K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.