ACM
DHS icon

Armbruster Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Armbruster Capital Management’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
2017
Q4 		– Sell
-621
Closed -$43K – 271
2017
Q3 		$43K Hold
621
– – 0.02% 132
2017
Q2 		$42K Sell
621
-75
-11% -$5.13K 0.02% 134
2017
Q1 		$48K Hold
696
– – 0.03% 128
2016
Q4 		$47K Hold
696
– – 0.03% 128
2016
Q3 		$46K Hold
696
– – 0.03% 129
2016
Q2 		$46K Hold
696
– – 0.03% 133
2016
Q1 		$44K Hold
696
– – 0.03% 138
2015
Q4 		$41K Buy
+696
New +$41.1K 0.04% 144

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return