Archford Capital Strategies’s WisdomTree US High Dividend Fund DHS Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-400	Closed	-$29K	–	291
2019 Q2	$29K	Hold	400	–	–	0.01%	312
2019 Q1	$29K	Hold	400	–	–	0.01%	306
2018 Q4	$26K	Hold	400	–	–	0.01%	297
2018 Q3	$29K	Hold	400	–	–	0.01%	322
2018 Q2	$28K	Sell	400 -100	-20%	-$6.91K	0.01%	334
2018 Q1	$36K	Buy	+500	New	+$35.5K	0.02%	228
2017 Q1	–	Sell	-500	Closed	-$33K	–	716
2016 Q4	$33K	Buy	+500	New	+$32.8K	0.01%	285
2016 Q1	–	Sell	-800	Closed	-$50K	–	279
2015 Q4	$50K	Buy	+800	New	+$47.3K	0.02%	263

Other funds holding DHS

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

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

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

CAN

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

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

EAM

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Archford Capital Strategies's DHS Position: Q3 2019 in Review

Archford Capital Strategies sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2019, closing a stake of 400 shares — an estimated $29K sold.

Archford Capital Strategies first reported a position in DHS in Q4 2015 and held it in 8 quarters. The position peaked at $50K in Q4 2015. 148 funds tracked by Wall St. Rank hold DHS as of Q3 2019.

Archford Capital Strategies reported no remaining WisdomTree US High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 400 WisdomTree US High Dividend Fund shares in Q3 2019, an estimated $29K.
Archford Capital Strategies first reported a position in WisdomTree US High Dividend Fund in Q4 2015 and held it in 8 quarters.
Archford Capital Strategies's WisdomTree US High Dividend Fund position peaked at $50K in Q4 2015.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.