Wolff Wiese Magana’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Wolff Wiese Magana’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-26,977	Closed	-$693K	–	758
2023 Q3	$693K	Buy	26,977 +438	+2%	+$11.7K	0.56%	53
2023 Q2	$704K	Sell	26,539 -858	-3%	-$21.7K	0.54%	53
2023 Q1	$689K	Sell	27,397 -1,366	-5%	-$33.8K	0.56%	49
2022 Q4	$691K	Buy	28,763 +685	+2%	+$16.2K	0.59%	48
2022 Q3	$599K	Sell	28,078 -1,050	-4%	-$24.8K	0.48%	54
2022 Q2	$655K	Buy	+29,128	New	+$710K	0.48%	54

Other funds holding DUHP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wolff Wiese Magana's DUHP Position: Q4 2023 in Review

Wolff Wiese Magana sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2023, closing a stake of 26,977 shares — an estimated $693K sold.

Wolff Wiese Magana first reported a position in DUHP in Q2 2022 and held it in 6 quarters. The position peaked at $704K in Q2 2023. 240 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

Wolff Wiese Magana reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 26,977 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2023, an estimated $693K.
Wolff Wiese Magana first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and held it in 6 quarters.
Wolff Wiese Magana's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $704K in Q2 2023.
240 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.