DWM
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Dynasty Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Dynasty Wealth 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
2018
Q4 		– Sell
-2,794
Closed -$202K – 25
2018
Q3 		$202K Buy
+2,794
New +$201K 0.26% 107
2018
Q1 		– Sell
-2,794
Closed -$204K – 76
2017
Q4 		$204K Buy
+2,794
New +$200K 0.35% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Dynasty Wealth Management's DHS Position: Q4 2018 in Review

Dynasty Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2018, closing a stake of 2,794 shares — an estimated $202K sold.

Dynasty Wealth Management first reported a position in DHS in Q4 2017 and held it in 2 quarters. The position peaked at $204K in Q4 2017. 143 funds tracked by Wall St. Rank hold DHS as of Q4 2018.

  • Dynasty Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,794 WisdomTree US High Dividend Fund shares in Q4 2018, an estimated $202K.
  • Dynasty Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Dynasty Wealth Management's WisdomTree US High Dividend Fund position peaked at $204K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.