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Bingham Osborn & Scarborough’s WisdomTree US High Dividend Fund DHS Stock Holding History

Bingham Osborn & Scarborough’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
Q3 		– Sell
-3,185
Closed -$212K – 112
2016
Q2 		$212K Hold
3,185
– – 0.02% 107
2016
Q1 		$202K Buy
+3,185
New +$188K 0.02% 112
2015
Q1 		– Sell
-3,249
Closed -$200K – 117
2014
Q4 		$200K Buy
+3,249
New +$197K 0.02% 118

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bingham Osborn & Scarborough's DHS Position: Q3 2016 in Review

Bingham Osborn & Scarborough sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2016, closing a stake of 3,185 shares — an estimated $212K sold.

Bingham Osborn & Scarborough first reported a position in DHS in Q4 2014 and held it in 3 quarters. The position peaked at $212K in Q2 2016. 117 funds tracked by Wall St. Rank hold DHS as of Q3 2016.

  • Bingham Osborn & Scarborough reported no remaining WisdomTree US High Dividend Fund position as of Q3 2016 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,185 WisdomTree US High Dividend Fund shares in Q3 2016, an estimated $212K.
  • Bingham Osborn & Scarborough first reported a position in WisdomTree US High Dividend Fund in Q4 2014 and held it in 3 quarters.
  • Bingham Osborn & Scarborough's WisdomTree US High Dividend Fund position peaked at $212K in Q2 2016.
  • 117 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2016.

Based on Bingham Osborn & Scarborough's 13F filing for Q3 2016, filed 10 Nov 2016.