Golden State Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Golden State Wealth Management’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 Q4	–	Sell	-1,095	Closed	-$68K	–	275
2020 Q3	$68K	Sell	1,095 -4,793	-81%	-$305K	0.02%	304
2020 Q2	$284K	Buy	5,888 +3,892	+195%	+$239K	0.09%	141
2020 Q1	$113K	Buy	+1,996	New	+$140K	0.05%	232
2019 Q4	–	Sell	-1,445	Closed	-$108K	–	247
2019 Q3	$108K	Hold	1,445	–	–	0.04%	307
2019 Q2	$105K	Hold	1,445	–	–	0.03%	322
2019 Q1	$105K	Buy	+1,445	New	+$102K	0.04%	316

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Golden State Wealth Management's DHS Position: Q4 2020 in Review

Golden State Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2020, closing a stake of 1,095 shares — an estimated $68K sold.

Golden State Wealth Management first reported a position in DHS in Q1 2019 and held it in 6 quarters. The position peaked at $284K in Q2 2020. 148 funds tracked by Wall St. Rank hold DHS as of Q4 2020.

Golden State Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,095 WisdomTree US High Dividend Fund shares in Q4 2020, an estimated $68K.
Golden State Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's WisdomTree US High Dividend Fund position peaked at $284K in Q2 2020.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.