CIBC Private Wealth Group
DHS icon

CIBC Private Wealth Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-10,298
Closed -$791K – 864
2019
Q4 		$791K Hold
10,298
– – ﹤0.01% 621
2019
Q3 		$767K Sell
10,298
-410
-4% -$29.9K ﹤0.01% 615
2019
Q2 		$779K Buy
+10,708
New +$774K ﹤0.01% 630

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's DHS Position: Q1 2020 in Review

CIBC Private Wealth Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 10,298 shares — an estimated $791K sold.

CIBC Private Wealth Group first reported a position in DHS in Q2 2019 and held it in 3 quarters. The position peaked at $791K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

  • CIBC Private Wealth Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10,298 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $791K.
  • CIBC Private Wealth Group first reported a position in WisdomTree US High Dividend Fund in Q2 2019 and held it in 3 quarters.
  • CIBC Private Wealth Group's WisdomTree US High Dividend Fund position peaked at $791K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on CIBC Private Wealth Group's 13F filing for Q1 2020, filed 15 May 2020.