Ground Swell Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Ground Swell Capital’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 Q3	$6K	Buy	+97	New	+$5.77K	0.01%	1323

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

CAN

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

EAM

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

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Ground Swell Capital's DHS Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WisdomTree US High Dividend Fund (DHS) in Q3 2014: 97 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #1323 among its holdings.

87 funds tracked by Wall St. Rank hold DHS as of Q3 2014.

Ground Swell Capital held 97 shares of WisdomTree US High Dividend Fund worth $6K as of Q3 2014.
WisdomTree US High Dividend Fund was a new Ground Swell Capital position in Q3 2014.
WisdomTree US High Dividend Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1323 holding.
87 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.