First Heartland Consultants’s WisdomTree US High Dividend Fund DHS Stock Holding History

First Heartland Consultants’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
2020 Q1	–	Sell	-3,369	Closed	-$259K	–	254
2019 Q4	$259K	Buy	3,369 +14	+0.4%	+$1.05K	0.05%	251
2019 Q3	$250K	Buy	3,355 +11	+0.3%	+$801	0.05%	247
2019 Q2	$243K	Buy	3,344 +14	+0.4%	+$1.01K	0.06%	243
2019 Q1	$241K	Buy	3,330 +4	+0.1%	+$282	0.07%	233
2018 Q4	$217K	Buy	3,326 +16	+0.5%	+$1.11K	0.08%	217
2018 Q3	$239K	Buy	3,310 +6	+0.2%	+$431	0.07%	221
2018 Q2	$231K	Sell	3,304 -292	-8%	-$20.2K	0.08%	213
2018 Q1	$245K	Sell	3,596 -357	-9%	-$25.3K	0.07%	235
2017 Q4	$288K	Sell	3,953 -34	-0.9%	-$2.43K	0.09%	216
2017 Q3	$279K	Buy	3,987 +3	+0.1%	+$206	0.07%	276
2017 Q2	$272K	Buy	3,984 +10	+0.3%	+$684	0.07%	282
2017 Q1	$272K	Hold	3,974	–	–	0.08%	271
2016 Q4	$267K	Buy	3,974 +384	+11%	+$25.2K	0.08%	264
2016 Q3	$239K	Buy	3,590 +486	+16%	+$32.6K	0.07%	274
2016 Q2	$207	Buy	+3,104	New	+$199K	0.02%	277

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

CAN

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

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

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

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

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Heartland Consultants's DHS Position: Q1 2020 in Review

First Heartland Consultants sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 3,369 shares — an estimated $259K sold.

First Heartland Consultants first reported a position in DHS in Q2 2016 and held it in 15 quarters. The position peaked at $288K in Q4 2017. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

First Heartland Consultants reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
First Heartland Consultants sold 3,369 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $259K.
First Heartland Consultants first reported a position in WisdomTree US High Dividend Fund in Q2 2016 and held it in 15 quarters.
First Heartland Consultants's WisdomTree US High Dividend Fund position peaked at $288K in Q4 2017.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on First Heartland Consultants's 13F filing for Q1 2020, filed 14 May 2020.