CWM
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Campbell Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-830
Closed -$52K – 132
2020
Q2 		$52K Buy
+830
New +$51K 0.01% 149

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Campbell Wealth Management's DHS Position: Q3 2020 in Review

Campbell Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2020, closing a stake of 830 shares — an estimated $52K sold.

Campbell Wealth Management first reported a position in DHS in Q2 2020 and held it in 1 quarter. The position peaked at $52K in Q2 2020. 144 funds tracked by Wall St. Rank hold DHS as of Q3 2020.

  • Campbell Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 830 WisdomTree US High Dividend Fund shares in Q3 2020, an estimated $52K.
  • Campbell Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's WisdomTree US High Dividend Fund position peaked at $52K in Q2 2020.
  • 144 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.