WJ Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

WJ Wealth 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 Q2	–	Sell	-4,859	Closed	-$400K	–	62
2023 Q1	$400K	Sell	4,859 -140,338	-97%	-$12M	0.27%	39
2022 Q4	$12.5M	Buy	145,197 +5,341	+4%	+$452K	7.25%	2
2022 Q3	$10.6M	Buy	139,856 +1,543	+1%	+$128K	6.65%	4
2022 Q2	$11.4M	Buy	138,313 +54,668	+65%	+$4.77M	8.08%	3
2022 Q1	$7.37M	Buy	+83,645	New	+$7.15M	4.9%	9

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WJ Wealth Management's DHS Position: Q2 2023 in Review

WJ Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 4,859 shares — an estimated $400K sold.

WJ Wealth Management first reported a position in DHS in Q1 2022 and held it in 5 quarters. The position peaked at $12.5M in Q4 2022. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

WJ Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
WJ Wealth Management sold 4,859 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $400K.
WJ Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and held it in 5 quarters.
WJ Wealth Management's WisdomTree US High Dividend Fund position peaked at $12.5M in Q4 2022.
182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.