Dowling & Yahnke’s WisdomTree US High Dividend Fund DHS Stock Holding History

Dowling & Yahnke’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	-99	Closed	-$8K	–	303
2019 Q4	$8K	Buy	+99	New	+$7.46K	﹤0.01%	349

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dowling & Yahnke's DHS Position: Q1 2020 in Review

Dowling & Yahnke sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 99 shares — an estimated $8K sold.

Dowling & Yahnke first reported a position in DHS in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

Dowling & Yahnke reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 99 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $8K.
Dowling & Yahnke first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's WisdomTree US High Dividend Fund position peaked at $8K in Q4 2019.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.