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Bank Hapoalim BM’s WisdomTree US High Dividend Fund DHS Stock Holding History

Bank Hapoalim BM’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
2016
Q4 		– Sell
-3,447
Closed -$229K – 189
2016
Q3 		$229K Buy
+3,447
New +$231K 0.05% 176

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank Hapoalim BM's DHS Position: Q4 2016 in Review

Bank Hapoalim BM sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2016, closing a stake of 3,447 shares — an estimated $229K sold.

Bank Hapoalim BM first reported a position in DHS in Q3 2016 and held it in 1 quarter. The position peaked at $229K in Q3 2016. 126 funds tracked by Wall St. Rank hold DHS as of Q4 2016.

  • Bank Hapoalim BM reported no remaining WisdomTree US High Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Bank Hapoalim BM sold 3,447 WisdomTree US High Dividend Fund shares in Q4 2016, an estimated $229K.
  • Bank Hapoalim BM first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Bank Hapoalim BM's WisdomTree US High Dividend Fund position peaked at $229K in Q3 2016.
  • 126 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2016.

Based on Bank Hapoalim BM's 13F filing for Q4 2016, filed 26 Jan 2017.