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WR Wealth Planners’s Hoya Capital High Dividend Yield ETF RIET Stock Holding History

WR Wealth Planners’s Portfolio RIET Stock Details RIET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$880 Buy
87
+48
+123% +$513 ﹤0.01% 947
2024
Q3 		$438 Buy
39
+1
+3% +$11 ﹤0.01% 1047
2024
Q2 		$383 Buy
38
+1
+3% +$10 ﹤0.01% 1044
2024
Q1 		$387 Buy
+37
New +$381 ﹤0.01% 1059

Other funds holding RIET

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WR Wealth Planners's RIET Position: Q4 2024 in Review

WR Wealth Planners increased its Hoya Capital High Dividend Yield ETF (RIET) stake by 123% in Q4 2024, buying an estimated $513 and bringing the position to 87 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #947.

WR Wealth Planners first reported a position in RIET in Q1 2024 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold RIET as of Q4 2024.

  • WR Wealth Planners held 87 shares of Hoya Capital High Dividend Yield ETF worth $880 as of Q4 2024.
  • WR Wealth Planners bought 48 Hoya Capital High Dividend Yield ETF shares in Q4 2024, an estimated $513.
  • Hoya Capital High Dividend Yield ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #947 holding.
  • WR Wealth Planners first reported a position in Hoya Capital High Dividend Yield ETF in Q1 2024 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Hoya Capital High Dividend Yield ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.