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Bison Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Bison Wealth’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
2020
Q2 		– Sell
-304
Closed -$17K – 357
2020
Q1 		$17K Hold
304
– – 0.01% 280
2019
Q4 		$23K Buy
+304
New +$22.9K 0.01% 325

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bison Wealth's DHS Position: Q2 2020 in Review

Bison Wealth sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2020, closing a stake of 304 shares — an estimated $17K sold.

Bison Wealth first reported a position in DHS in Q4 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 148 funds tracked by Wall St. Rank hold DHS as of Q2 2020.

  • Bison Wealth reported no remaining WisdomTree US High Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Bison Wealth sold 304 WisdomTree US High Dividend Fund shares in Q2 2020, an estimated $17K.
  • Bison Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Bison Wealth's WisdomTree US High Dividend Fund position peaked at $23K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2020.

Based on Bison Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.