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

Bruderman Asset Management’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
2019 Q2	–	Sell	-660	Closed	-$48K	–	220
2019 Q1	$48K	Hold	660	–	–	0.01%	272
2018 Q4	$43K	Hold	660	–	–	0.01%	257
2018 Q3	$48K	Hold	660	–	–	0.01%	190
2018 Q2	$46K	Hold	660	–	–	0.01%	203
2018 Q1	$45K	Buy	+660	New	+$46.8K	0.01%	212
2017 Q3	–	Sell	-660	Closed	-$45K	–	169
2017 Q2	$45K	Buy	+660	New	+$45.2K	0.01%	223
2017 Q1	–	Sell	-660	Closed	-$44K	–	169
2016 Q4	$44K	Hold	660	–	–	0.01%	210
2016 Q3	$44K	Hold	660	–	–	0.01%	211
2016 Q2	$44K	Hold	660	–	–	0.01%	211
2016 Q1	$42K	Hold	660	–	–	0.01%	205
2015 Q4	$39K	Hold	660	–	–	0.01%	232
2015 Q3	$37K	Hold	660	–	–	0.01%	235
2015 Q2	$39K	Hold	660	–	–	0.02%	241
2015 Q1	$40K	Buy	+660	New	+$40.5K	0.02%	234

Other funds holding DHS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

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

Bruderman Asset Management's DHS Position: Q2 2019 in Review

Bruderman Asset Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2019, closing a stake of 660 shares — an estimated $48K sold.

Bruderman Asset Management first reported a position in DHS in Q1 2015 and held it in 14 quarters. The position peaked at $48K in Q1 2019. 146 funds tracked by Wall St. Rank hold DHS as of Q2 2019.

Bruderman Asset Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 660 WisdomTree US High Dividend Fund shares in Q2 2019, an estimated $48K.
Bruderman Asset Management first reported a position in WisdomTree US High Dividend Fund in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's WisdomTree US High Dividend Fund position peaked at $48K in Q1 2019.
146 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.