Daido Life Insurance Company’s WisdomTree US High Dividend Fund DHS Stock Holding History

Daido Life Insurance Company’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
2019 Q3	–	Sell	-491,578	Closed	-$35.8M	–	15
2019 Q2	$35.8M	Hold	491,578	–	–	2.61%	7
2019 Q1	$35.6M	Buy	+491,578	New	+$34.6M	2.87%	7
2018 Q4	–	Sell	-449,188	Closed	-$32.4M	–	14
2018 Q3	$32.4M	Hold	449,188	–	–	2.71%	6
2018 Q2	$31.4M	Hold	449,188	–	–	2.4%	6
2018 Q1	$30.6M	Hold	449,188	–	–	2.96%	6
2017 Q4	$32.7M	Sell	449,188 -311,148	-41%	-$22.2M	3.71%	6
2017 Q3	$53.2M	Buy	760,336 +400,605	+111%	+$27.6M	6.58%	5
2017 Q2	$24.6M	Hold	359,731	–	–	3.49%	6
2017 Q1	$24.6M	Hold	359,731	–	–	4.18%	6
2016 Q4	$24.2M	Buy	+359,731	New	+$23.6M	4.82%	7

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Daido Life Insurance Company's DHS Position: Q3 2019 in Review

Daido Life Insurance Company sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2019, closing a stake of 491,578 shares — an estimated $35.8M sold.

Daido Life Insurance Company first reported a position in DHS in Q4 2016 and held it in 10 quarters. The position peaked at $53.2M in Q3 2017. 148 funds tracked by Wall St. Rank hold DHS as of Q3 2019.

Daido Life Insurance Company reported no remaining WisdomTree US High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Daido Life Insurance Company sold 491,578 WisdomTree US High Dividend Fund shares in Q3 2019, an estimated $35.8M.
Daido Life Insurance Company first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 10 quarters.
Daido Life Insurance Company's WisdomTree US High Dividend Fund position peaked at $53.2M in Q3 2017.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2019.

Based on Daido Life Insurance Company's 13F filing for Q3 2019, filed 8 Nov 2019.