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

Bay Colony 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
2018
Q3 		– Sell
-143
Closed -$10K – 360
2018
Q2 		$10K Buy
+143
New +$9.88K 0.01% 640

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Bay Colony Advisors's DHS Position: Q3 2018 in Review

Bay Colony Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2018, closing a stake of 143 shares — an estimated $10K sold.

Bay Colony Advisors first reported a position in DHS in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 138 funds tracked by Wall St. Rank hold DHS as of Q3 2018.

  • Bay Colony Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 143 WisdomTree US High Dividend Fund shares in Q3 2018, an estimated $10K.
  • Bay Colony Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's WisdomTree US High Dividend Fund position peaked at $10K in Q2 2018.
  • 138 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.