Brick & Kyle Associates’s WisdomTree US High Dividend Fund DHS Stock Holding History

Brick & Kyle Associates’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	-175	Closed	-$12K	–	154
2017 Q1	$12K	Hold	175	–	–	0.01%	332
2016 Q4	$12K	Hold	175	–	–	0.01%	332
2016 Q3	$12K	Hold	175	–	–	0.01%	329
2016 Q2	$12K	Buy	+175	New	+$11.2K	0.01%	328

Other funds holding DHS

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Brick & Kyle Associates's DHS Position: Q2 2017 in Review

Brick & Kyle Associates sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2017, closing a stake of 175 shares — an estimated $12K sold.

Brick & Kyle Associates first reported a position in DHS in Q2 2016 and held it in 4 quarters. The position peaked at $12K in Q1 2017. 121 funds tracked by Wall St. Rank hold DHS as of Q2 2017.

Brick & Kyle Associates reported no remaining WisdomTree US High Dividend Fund position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 175 WisdomTree US High Dividend Fund shares in Q2 2017, an estimated $12K.
Brick & Kyle Associates first reported a position in WisdomTree US High Dividend Fund in Q2 2016 and held it in 4 quarters.
Brick & Kyle Associates's WisdomTree US High Dividend Fund position peaked at $12K in Q1 2017.
121 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.