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Family Legacy Inc’s WisdomTree US High Dividend Fund DHS Stock Holding History

Family Legacy Inc’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
Q1 		– Sell
-4,191
Closed -$305K – 103
2017
Q4 		$305K Buy
+4,191
New +$299K 0.28% 84
2017
Q3 		– Sell
-4,237
Closed -$290K – 58
2017
Q2 		$290K Sell
4,237
-2,541
-37% -$174K 0.29% 78
2017
Q1 		$464K Buy
+6,778
New +$461K 0.48% 62

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DLIC
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Legacy Inc's DHS Position: Q1 2018 in Review

Family Legacy Inc sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2018, closing a stake of 4,191 shares — an estimated $305K sold.

Family Legacy Inc first reported a position in DHS in Q1 2017 and held it in 3 quarters. The position peaked at $464K in Q1 2017. 138 funds tracked by Wall St. Rank hold DHS as of Q1 2018.

  • Family Legacy Inc reported no remaining WisdomTree US High Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Family Legacy Inc sold 4,191 WisdomTree US High Dividend Fund shares in Q1 2018, an estimated $305K.
  • Family Legacy Inc first reported a position in WisdomTree US High Dividend Fund in Q1 2017 and held it in 3 quarters.
  • Family Legacy Inc's WisdomTree US High Dividend Fund position peaked at $464K in Q1 2017.
  • 138 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2018.

Based on Family Legacy Inc's 13F filing for Q1 2018, filed 15 May 2018.