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Crestwood Advisors Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Crestwood Advisors 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
-725
Closed -$49K – 220
2017
Q1 		$49K Buy
+725
New +$49.3K ﹤0.01% 260

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $79.5B AUM 27.1% 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

Crestwood Advisors Group's DHS Position: Q2 2017 in Review

Crestwood Advisors Group sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2017, closing a stake of 725 shares — an estimated $49K sold.

Crestwood Advisors Group first reported a position in DHS in Q1 2017 and held it in 1 quarter. The position peaked at $49K in Q1 2017. 121 funds tracked by Wall St. Rank hold DHS as of Q2 2017.

  • Crestwood Advisors Group reported no remaining WisdomTree US High Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 725 WisdomTree US High Dividend Fund shares in Q2 2017, an estimated $49K.
  • Crestwood Advisors Group first reported a position in WisdomTree US High Dividend Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's WisdomTree US High Dividend Fund position peaked at $49K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.