CIM
DHS icon

Corda Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Corda Investment Management’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
-14,363
Closed -$1.09M – 67
2021
Q1 		$1.09M Sell
14,363
-1,087
-7% -$78.4K 0.1% 62
2020
Q4 		$1.07M Sell
15,450
-927
-6% -$61.9K 0.11% 59
2020
Q3 		$1.02M Sell
16,377
-1,448
-8% -$92.1K 0.11% 59
2020
Q2 		$1.11M Sell
17,825
-539
-3% -$33.1K 0.13% 55
2020
Q1 		$1.04M Sell
18,364
-1,260
-6% -$88.2K 0.13% 55
2019
Q4 		$1.51M Sell
19,624
-630
-3% -$47.5K 0.16% 55
2019
Q3 		$1.51M Buy
20,254
+115
+0.6% +$8.38K 0.17% 55
2019
Q2 		$1.47M Sell
20,139
-310
-2% -$22.4K 0.16% 56
2019
Q1 		$1.48M Sell
20,449
-370
-2% -$26K 0.17% 55
2018
Q4 		$1.35M Sell
20,819
-545
-3% -$37.9K 0.17% 56
2018
Q3 		$1.54M Sell
21,364
-575
-3% -$41.3K 0.18% 57
2018
Q2 		$1.53M Sell
21,939
-1,475
-6% -$102K 0.19% 54
2018
Q1 		$1.59M Sell
23,414
-384
-2% -$27.2K 0.2% 53
2017
Q4 		$1.73M Buy
23,798
+945
+4% +$67.5K 0.21% 54
2017
Q3 		$1.6M Buy
+22,853
New +$1.57M 0.21% 52

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

Corda Investment Management's DHS Position: Q2 2021 in Review

Corda Investment Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2021, closing a stake of 14,363 shares — an estimated $1.09M sold.

Corda Investment Management first reported a position in DHS in Q3 2017 and held it in 15 quarters. The position peaked at $1.73M in Q4 2017. 155 funds tracked by Wall St. Rank hold DHS as of Q2 2021.

  • Corda Investment Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Corda Investment Management sold 14,363 WisdomTree US High Dividend Fund shares in Q2 2021, an estimated $1.09M.
  • Corda Investment Management first reported a position in WisdomTree US High Dividend Fund in Q3 2017 and held it in 15 quarters.
  • Corda Investment Management's WisdomTree US High Dividend Fund position peaked at $1.73M in Q4 2017.
  • 155 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2021.

Based on Corda Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.