Certified Advisory Corp’s WisdomTree US High Dividend Fund DHS Stock Holding History

Certified Advisory Corp’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 Q2	$76K	Hold	1,221	–	–	0.03%	249
2020 Q1	$69K	Hold	1,221	–	–	0.03%	238
2019 Q4	$94K	Hold	1,221	–	–	0.03%	237
2019 Q3	$91K	Hold	1,221	–	–	0.03%	244
2019 Q2	$89K	Sell	1,221 -68	-5%	-$4.92K	0.03%	246
2019 Q1	$93K	Hold	1,289	–	–	0.04%	223
2018 Q4	$84K	Hold	1,289	–	–	0.04%	214
2018 Q3	$93K	Hold	1,289	–	–	0.04%	212
2018 Q2	$90K	Hold	1,289	–	–	0.05%	204
2018 Q1	$87K	Hold	1,289	–	–	0.05%	207
2017 Q4	$93K	Buy	+1,289	New	+$92.1K	0.07%	168

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Certified Advisory Corp's DHS Position: Q2 2020 in Review

Certified Advisory Corp held its WisdomTree US High Dividend Fund (DHS) position steady in Q2 2020 at 1,221 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #249.

Certified Advisory Corp first reported a position in DHS in Q4 2017 and has held it in 11 quarters since. The position peaked at $94K in Q4 2019. 148 funds tracked by Wall St. Rank hold DHS as of Q2 2020.

Certified Advisory Corp held 1,221 shares of WisdomTree US High Dividend Fund worth $76K as of Q2 2020.
Certified Advisory Corp left its WisdomTree US High Dividend Fund share count unchanged in Q2 2020.
WisdomTree US High Dividend Fund made up 0.03% of Certified Advisory Corp's portfolio in Q2 2020, its #249 holding.
Certified Advisory Corp first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's WisdomTree US High Dividend Fund position peaked at $94K in Q4 2019.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.