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ARS Investment Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

ARS Investment Partners’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
Q1 		– Sell
-5,956
Closed -$328K – 79
2013
Q4 		$328K Sell
5,956
-24,451
-80% -$1.32M 0.06% 76
2013
Q3 		$1.58M Buy
30,407
+18,658
+159% +$980K 0.27% 54
2013
Q2 		$607K Buy
+11,749
New +$616K 0.11% 66

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
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 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
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
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

ARS Investment Partners's DHS Position: Q1 2014 in Review

ARS Investment Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2014, closing a stake of 5,956 shares — an estimated $328K sold.

ARS Investment Partners first reported a position in DHS in Q2 2013 and held it in 3 quarters. The position peaked at $1.58M in Q3 2013. 71 funds tracked by Wall St. Rank hold DHS as of Q1 2014.

  • ARS Investment Partners reported no remaining WisdomTree US High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • ARS Investment Partners sold 5,956 WisdomTree US High Dividend Fund shares in Q1 2014, an estimated $328K.
  • ARS Investment Partners first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and held it in 3 quarters.
  • ARS Investment Partners's WisdomTree US High Dividend Fund position peaked at $1.58M in Q3 2013.
  • 71 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2014.

Based on ARS Investment Partners's 13F filing for Q1 2014, filed 13 May 2014.