Gary Goldberg Planning Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Gary Goldberg Planning Services’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 Q4	$41K	Hold	660	–	–	0.02%	238
2014 Q3	$39K	Hold	660	–	–	0.02%	259
2014 Q2	$39K	Hold	660	–	–	0.02%	243
2014 Q1	$37K	Hold	660	–	–	0.02%	235
2013 Q4	$36K	Hold	660	–	–	0.02%	217
2013 Q3	$34K	Hold	660	–	–	0.02%	220
2013 Q2	$34K	Buy	+660	New	+$34.6K	0.02%	213

Other funds holding DHS

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

EAM

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

SFT

Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return

CAN

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

Gary Goldberg Planning Services's DHS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its WisdomTree US High Dividend Fund (DHS) position steady in Q4 2014 at 660 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #238.

Gary Goldberg Planning Services first reported a position in DHS in Q2 2013 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold DHS as of Q4 2014.

Gary Goldberg Planning Services held 660 shares of WisdomTree US High Dividend Fund worth $41K as of Q4 2014.
Gary Goldberg Planning Services left its WisdomTree US High Dividend Fund share count unchanged in Q4 2014.
WisdomTree US High Dividend Fund made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #238 holding.
Gary Goldberg Planning Services first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.