Benedict Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Benedict Financial 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
2017 Q2	–	Sell	-2,934	Closed	-$201K	–	105
2017 Q1	$201K	Sell	2,934 -60	-2%	-$4.08K	0.11%	101
2016 Q4	$201K	Buy	+2,994	New	+$196K	0.12%	99
2016 Q2	–	Sell	-3,685	Closed	-$233K	–	98
2016 Q1	$233K	Buy	3,685 +13	+0.4%	+$769	0.14%	90
2015 Q4	$217K	Buy	+3,672	New	+$217K	0.14%	92
2015 Q3	–	Sell	-3,917	Closed	-$234K	–	94
2015 Q2	$234K	Sell	3,917 -64	-2%	-$3.92K	0.15%	90
2015 Q1	$245K	Buy	3,981 +11	+0.3%	+$676	0.16%	91
2014 Q4	$245K	Buy	+3,970	New	+$241K	0.16%	89

Other funds holding DHS

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 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 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Benedict Financial Advisors's DHS Position: Q2 2017 in Review

Benedict Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2017, closing a stake of 2,934 shares — an estimated $201K sold.

Benedict Financial Advisors first reported a position in DHS in Q4 2014 and held it in 7 quarters. The position peaked at $245K in Q1 2015. 121 funds tracked by Wall St. Rank hold DHS as of Q2 2017.

Benedict Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2017 after selling out during the quarter.
Benedict Financial Advisors sold 2,934 WisdomTree US High Dividend Fund shares in Q2 2017, an estimated $201K.
Benedict Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2014 and held it in 7 quarters.
Benedict Financial Advisors's WisdomTree US High Dividend Fund position peaked at $245K in Q1 2015.
121 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2017.

Based on Benedict Financial Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.