FPS
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Fieldpoint Private Securities’s WisdomTree US High Dividend Fund DHS Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		– Sell
-125
Closed -$11K – 1538
2022
Q1 		$11K Buy
+125
New +$10.7K ﹤0.01% 1044

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Fieldpoint Private Securities's DHS Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2022, closing a stake of 125 shares — an estimated $11K sold.

Fieldpoint Private Securities first reported a position in DHS in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 178 funds tracked by Wall St. Rank hold DHS as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining WisdomTree US High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 125 WisdomTree US High Dividend Fund shares in Q2 2022, an estimated $11K.
  • Fieldpoint Private Securities first reported a position in WisdomTree US High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Fieldpoint Private Securities's WisdomTree US High Dividend Fund position peaked at $11K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.