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Carnick & Kubik’s WisdomTree US High Dividend Fund DHS Stock Holding History

Carnick & Kubik’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
2016
Q1 		$133K Buy
+2,100
New +$124K 0.04% 464

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carnick & Kubik's DHS Position: Q1 2016 in Review

Carnick & Kubik opened a new position in WisdomTree US High Dividend Fund (DHS) in Q1 2016: 2,100 shares worth $133K. The stake represents 0.04% of the portfolio and ranks #464 among its holdings.

104 funds tracked by Wall St. Rank hold DHS as of Q1 2016.

  • Carnick & Kubik held 2,100 shares of WisdomTree US High Dividend Fund worth $133K as of Q1 2016.
  • WisdomTree US High Dividend Fund was a new Carnick & Kubik position in Q1 2016.
  • WisdomTree US High Dividend Fund made up 0.04% of Carnick & Kubik's portfolio in Q1 2016, its #464 holding.
  • 104 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.