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Fernwood Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Fernwood Investment 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
2014
Q1 		– Sell
-16,775
Closed -$925K – 113
2013
Q4 		$925K Buy
+16,775
New +$908K 0.61% 47

Other funds holding DHS

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

Fernwood Investment Management's DHS Position: Q1 2014 in Review

Fernwood Investment Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2014, closing a stake of 16,775 shares — an estimated $925K sold.

Fernwood Investment Management first reported a position in DHS in Q4 2013 and held it in 1 quarter. The position peaked at $925K in Q4 2013. 71 funds tracked by Wall St. Rank hold DHS as of Q1 2014.

  • Fernwood Investment Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 16,775 WisdomTree US High Dividend Fund shares in Q1 2014, an estimated $925K.
  • Fernwood Investment Management first reported a position in WisdomTree US High Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Fernwood Investment Management's WisdomTree US High Dividend Fund position peaked at $925K in Q4 2013.
  • 71 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2014.

Based on Fernwood Investment Management's 13F filing for Q1 2014, filed 23 Apr 2014.