Farmers & Merchants Investments Inc’s WisdomTree US High Dividend Fund DHS Stock Holding History

Farmers & Merchants Investments 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
2023 Q1	–	Sell	-960	Closed	-$82.6K	–	1754
2022 Q4	$82.6K	Buy	+960	New	+$81.2K	﹤0.01%	351
2015 Q4	–	Sell	-168	Closed	-$9K	–	723
2015 Q3	$9K	Hold	168	–	–	﹤0.01%	495
2015 Q2	$10K	Hold	168	–	–	﹤0.01%	503
2015 Q1	$10K	Hold	168	–	–	﹤0.01%	500
2014 Q4	$10K	Hold	168	–	–	﹤0.01%	490
2014 Q3	$10K	Hold	168	–	–	﹤0.01%	499
2014 Q2	$10K	Hold	168	–	–	﹤0.01%	498
2014 Q1	$10K	Hold	168	–	–	﹤0.01%	486
2013 Q4	$9K	Buy	+168	New	+$9.09K	﹤0.01%	513

Other funds holding DHS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Farmers & Merchants Investments Inc's DHS Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 960 shares — an estimated $82.6K sold.

Farmers & Merchants Investments Inc first reported a position in DHS in Q4 2013 and held it in 9 quarters. The position peaked at $82.6K in Q4 2022. 201 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

Farmers & Merchants Investments Inc reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 960 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $82.6K.
Farmers & Merchants Investments Inc first reported a position in WisdomTree US High Dividend Fund in Q4 2013 and held it in 9 quarters.
Farmers & Merchants Investments Inc's WisdomTree US High Dividend Fund position peaked at $82.6K in Q4 2022.
201 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.