CH
DHS icon

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 $2.25B AUM 23.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.53B AUM 29.94% 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

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.