Fukoku Mutual Life Insurance’s WisdomTree US High Dividend Fund DHS Stock Holding History

Fukoku Mutual Life Insurance’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	-150,000	Closed	-$12.9M	–	262
2022 Q4	$12.9M	Hold	150,000	–	–	1.09%	37
2022 Q3	$11.4M	Hold	150,000	–	–	1.07%	37
2022 Q2	$12.3M	Hold	150,000	–	–	1.05%	37
2022 Q1	$13.2M	Hold	150,000	–	–	1%	40
2021 Q4	$12.4M	Hold	150,000	–	–	0.92%	43
2021 Q3	$11.5M	Hold	150,000	–	–	0.9%	44
2021 Q2	$11.7M	Hold	150,000	–	–	0.94%	44
2021 Q1	$11.4M	Hold	150,000	–	–	1.1%	37
2020 Q4	$10.4M	Hold	150,000	–	–	1.07%	38
2020 Q3	$9.37M	Hold	150,000	–	–	0.99%	40
2020 Q2	$9.34M	Hold	150,000	–	–	1.06%	37
2020 Q1	$8.49M	Hold	150,000	–	–	1.23%	31
2019 Q4	$11.5M	Hold	150,000	–	–	1.26%	28
2019 Q3	$11.2M	Hold	150,000	–	–	1.29%	28
2019 Q2	$10.9M	Hold	150,000	–	–	1.33%	27
2019 Q1	$10.9M	Hold	150,000	–	–	1.39%	27
2018 Q4	$9.77M	Hold	150,000	–	–	1.36%	27
2018 Q3	$10.8M	Hold	150,000	–	–	1.39%	25
2018 Q2	$10.5M	Hold	150,000	–	–	1.49%	26
2018 Q1	$10.2M	Hold	150,000	–	–	1.57%	24
2017 Q4	$10.9M	Hold	150,000	–	–	1.65%	24
2017 Q3	$10.5M	Hold	150,000	–	–	1.55%	23
2017 Q2	$10.3M	Hold	150,000	–	–	1.51%	23
2017 Q1	$10.3M	Hold	150,000	–	–	1.69%	18
2016 Q4	$10.1M	Buy	+150,000	New	+$9.84M	1.7%	17

Other funds holding DHS

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

MLA

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

Fukoku Mutual Life Insurance's DHS Position: Q1 2023 in Review

Fukoku Mutual Life Insurance sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2023, closing a stake of 150,000 shares — an estimated $12.9M sold.

Fukoku Mutual Life Insurance first reported a position in DHS in Q4 2016 and held it in 25 quarters. The position peaked at $13.2M in Q1 2022. 200 funds tracked by Wall St. Rank hold DHS as of Q1 2023.

Fukoku Mutual Life Insurance reported no remaining WisdomTree US High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 150,000 WisdomTree US High Dividend Fund shares in Q1 2023, an estimated $12.9M.
Fukoku Mutual Life Insurance first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 25 quarters.
Fukoku Mutual Life Insurance's WisdomTree US High Dividend Fund position peaked at $13.2M in Q1 2022.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2023.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2023, filed 18 Apr 2023.