Brand Asset Management Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Brand Asset Management Group’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 Q1	–	Sell	-200	Closed	-$15K	–	285
2019 Q4	$15K	Hold	200	–	–	0.01%	203
2019 Q3	$15K	Hold	200	–	–	0.01%	202
2019 Q2	$15K	Hold	200	–	–	0.01%	210
2019 Q1	$14K	Hold	200	–	–	0.01%	195
2018 Q4	$13K	Hold	200	–	–	0.01%	168
2018 Q3	$14K	Hold	200	–	–	0.01%	195
2018 Q2	$14K	Buy	+200	New	+$13.8K	0.01%	195

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brand Asset Management Group's DHS Position: Q1 2020 in Review

Brand Asset Management Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 200 shares — an estimated $15K sold.

Brand Asset Management Group first reported a position in DHS in Q2 2018 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

Brand Asset Management Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Brand Asset Management Group sold 200 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $15K.
Brand Asset Management Group first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and held it in 7 quarters.
Brand Asset Management Group's WisdomTree US High Dividend Fund position peaked at $15K in Q4 2019.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Brand Asset Management Group's 13F filing for Q1 2020, filed 23 Apr 2020.