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Camarda Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-115
Closed -$8K – 148
2019
Q2 		$8K Hold
115
– – 0.02% 166
2019
Q1 		$8K Hold
115
– – 0.02% 198
2018
Q4 		$7K Hold
115
– – 0.01% 140
2018
Q3 		$8K Sell
115
-218
-65% -$15.7K 0.01% 183
2018
Q2 		$23K Hold
333
– – 0.02% 145
2018
Q1 		$23K Sell
333
-2,589
-89% -$184K 0.02% 127
2017
Q4 		$213K Sell
2,922
-1,510
-34% -$108K 0.25% 66
2017
Q3 		$310K Sell
4,432
-751
-14% -$51.7K 0.33% 63
2017
Q2 		$354K Sell
5,183
-7,445
-59% -$510K 0.38% 60
2017
Q1 		$865K Sell
12,628
-21,324
-63% -$1.45M 0.84% 38
2016
Q4 		$2.29M Sell
33,952
-5,074
-13% -$333K 1.55% 13
2016
Q3 		$2.59M Sell
39,026
-27,562
-41% -$1.85M 1.58% 15
2016
Q2 		$4.44M Buy
66,588
+625
+0.9% +$40K 2.81% 5
2016
Q1 		$4.17M Sell
65,963
-3,108
-4% -$184K 2.6% 6
2015
Q4 		$4.08M Sell
69,071
-13,706
-17% -$810K 2.5% 6
2015
Q3 		$4.6M Buy
82,777
+3,713
+5% +$215K 2.86% 7
2015
Q2 		$4.7M Sell
79,064
-3,869
-5% -$237K 2.62% 7
2015
Q1 		$5.03M Buy
82,933
+26,381
+47% +$1.62M 2.8% 6
2014
Q4 		$3.48M Buy
56,552
+2,193
+4% +$133K 2.21% 11
2014
Q3 		$3.22M Buy
54,359
+1,973
+4% +$117K 2.24% 12
2014
Q2 		$3.11M Buy
52,386
+3,637
+7% +$210K 2.13% 12
2014
Q1 		$2.76M Buy
48,749
+4,245
+10% +$232K 2.12% 12
2013
Q4 		$2.45M Buy
+44,504
New +$2.41M 2% 15
2013
Q3 		– Sell
-62,848
Closed -$3.25M – 128
2013
Q2 		$3.25M Buy
+62,848
New +$3.3M 2.97% 7

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Camarda Financial Advisors's DHS Position: Q3 2019 in Review

Camarda Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2019, closing a stake of 115 shares — an estimated $8K sold.

Camarda Financial Advisors first reported a position in DHS in Q2 2013 and held it in 24 quarters. The position peaked at $5.03M in Q1 2015. 148 funds tracked by Wall St. Rank hold DHS as of Q3 2019.

  • Camarda Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 115 WisdomTree US High Dividend Fund shares in Q3 2019, an estimated $8K.
  • Camarda Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and held it in 24 quarters.
  • Camarda Financial Advisors's WisdomTree US High Dividend Fund position peaked at $5.03M in Q1 2015.
  • 148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.