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

Apriem 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
2015 Q2	–	Sell	-200	Closed	-$12K	–	636
2015 Q1	$12K	Hold	200	–	–	﹤0.01%	390
2014 Q4	$12K	Hold	200	–	–	﹤0.01%	355
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	359
2014 Q2	$12K	Buy	+200	New	+$11.6K	﹤0.01%	322

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's DHS Position: Q2 2015 in Review

Apriem Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2015, closing a stake of 200 shares — an estimated $12K sold.

Apriem Advisors first reported a position in DHS in Q2 2014 and held it in 4 quarters. The position peaked at $12K in Q1 2015. 95 funds tracked by Wall St. Rank hold DHS as of Q2 2015.

Apriem Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2015 after selling out during the quarter.
Apriem Advisors sold 200 WisdomTree US High Dividend Fund shares in Q2 2015, an estimated $12K.
Apriem Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2014 and held it in 4 quarters.
Apriem Advisors's WisdomTree US High Dividend Fund position peaked at $12K in Q1 2015.
95 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.