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Foster Dykema Cabot & Co’s WisdomTree US High Dividend Fund DHS Stock Holding History

Foster Dykema Cabot & Co’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
2017
Q3 		– Sell
-16,919
Closed -$1.16M – 96
2017
Q2 		$1.16M Hold
16,919
– – 0.21% 43
2017
Q1 		$1.16M Hold
16,919
– – 0.21% 42
2016
Q4 		$1.14M Sell
16,919
-1,197
-7% -$78.5K 0.21% 46
2016
Q3 		$1.2M Buy
+18,116
New +$1.21M 0.26% 49

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Foster Dykema Cabot & Co's DHS Position: Q3 2017 in Review

Foster Dykema Cabot & Co sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2017, closing a stake of 16,919 shares — an estimated $1.16M sold.

Foster Dykema Cabot & Co first reported a position in DHS in Q3 2016 and held it in 4 quarters. The position peaked at $1.2M in Q3 2016. 122 funds tracked by Wall St. Rank hold DHS as of Q3 2017.

  • Foster Dykema Cabot & Co reported no remaining WisdomTree US High Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 16,919 WisdomTree US High Dividend Fund shares in Q3 2017, an estimated $1.16M.
  • Foster Dykema Cabot & Co first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and held it in 4 quarters.
  • Foster Dykema Cabot & Co's WisdomTree US High Dividend Fund position peaked at $1.2M in Q3 2016.
  • 122 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2017.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2017, filed 14 Nov 2017.