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Canton Hathaway’s WisdomTree US High Dividend Fund DHS Stock Holding History

Canton Hathaway’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
2021
Q2 		– Sell
-43
Closed -$3K – 267
2021
Q1 		$3K Hold
43
– – ﹤0.01% 316
2020
Q4 		$3K Buy
+43
New +$2.87K ﹤0.01% 239

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Wells Fargo
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

Canton Hathaway's DHS Position: Q2 2021 in Review

Canton Hathaway sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2021, closing a stake of 43 shares — an estimated $3K sold.

Canton Hathaway first reported a position in DHS in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 155 funds tracked by Wall St. Rank hold DHS as of Q2 2021.

  • Canton Hathaway reported no remaining WisdomTree US High Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Canton Hathaway sold 43 WisdomTree US High Dividend Fund shares in Q2 2021, an estimated $3K.
  • Canton Hathaway first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and held it in 2 quarters.
  • Canton Hathaway's WisdomTree US High Dividend Fund position peaked at $3K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2021.

Based on Canton Hathaway's 13F filing for Q2 2021, filed 8 Jul 2021.