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

Advisors Preferred’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
2014
Q2 		– Sell
-22,228
Closed -$1.26M – 343
2014
Q1 		$1.26M Buy
+22,228
New +$1.22M 0.57% 64

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Advisors Preferred's DHS Position: Q2 2014 in Review

Advisors Preferred sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2014, closing a stake of 22,228 shares — an estimated $1.26M sold.

Advisors Preferred first reported a position in DHS in Q1 2014 and held it in 1 quarter. The position peaked at $1.26M in Q1 2014. 75 funds tracked by Wall St. Rank hold DHS as of Q2 2014.

  • Advisors Preferred reported no remaining WisdomTree US High Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Advisors Preferred sold 22,228 WisdomTree US High Dividend Fund shares in Q2 2014, an estimated $1.26M.
  • Advisors Preferred first reported a position in WisdomTree US High Dividend Fund in Q1 2014 and held it in 1 quarter.
  • Advisors Preferred's WisdomTree US High Dividend Fund position peaked at $1.26M in Q1 2014.
  • 75 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2014.

Based on Advisors Preferred's 13F filing for Q2 2014, filed 31 Jul 2014.