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Clean Yield Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Clean Yield 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
2017
Q2 		– Sell
-215
Closed -$15K – 172
2017
Q1 		$15K Buy
+215
New +$14.6K 0.01% 262
2016
Q4 		– Sell
-215
Closed -$14K – 171
2016
Q3 		$14K Hold
215
– – 0.01% 277
2016
Q2 		$14K Hold
215
– – 0.01% 246
2016
Q1 		$14K Buy
+215
New +$12.7K 0.01% 243
2015
Q2 		– Sell
-215
Closed -$13K – 161
2015
Q1 		$13K Buy
+215
New +$13.2K 0.01% 280

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clean Yield Group's DHS Position: Q2 2017 in Review

Clean Yield Group sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2017, closing a stake of 215 shares — an estimated $15K sold.

Clean Yield Group first reported a position in DHS in Q1 2015 and held it in 5 quarters. The position peaked at $15K in Q1 2017. 121 funds tracked by Wall St. Rank hold DHS as of Q2 2017.

  • Clean Yield Group reported no remaining WisdomTree US High Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Clean Yield Group sold 215 WisdomTree US High Dividend Fund shares in Q2 2017, an estimated $15K.
  • Clean Yield Group first reported a position in WisdomTree US High Dividend Fund in Q1 2015 and held it in 5 quarters.
  • Clean Yield Group's WisdomTree US High Dividend Fund position peaked at $15K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2017.

Based on Clean Yield Group's 13F filing for Q2 2017, filed 17 Jul 2017.