HWM
DHS icon

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

Highwater 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
2017
Q2 		– Sell
-3,417
Closed -$234K – 51
2017
Q1 		$234K Sell
3,417
-201
-6% -$13.7K 0.7% 35
2016
Q4 		$243K Buy
3,618
+167
+5% +$11K 1.25% 29
2016
Q3 		$229K Buy
+3,451
New +$231K 1.28% 29

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Highwater Wealth Management's DHS Position: Q2 2017 in Review

Highwater Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2017, closing a stake of 3,417 shares — an estimated $234K sold.

Highwater Wealth Management first reported a position in DHS in Q3 2016 and held it in 3 quarters. The position peaked at $243K in Q4 2016. 121 funds tracked by Wall St. Rank hold DHS as of Q2 2017.

  • Highwater Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Highwater Wealth Management sold 3,417 WisdomTree US High Dividend Fund shares in Q2 2017, an estimated $234K.
  • Highwater Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and held it in 3 quarters.
  • Highwater Wealth Management's WisdomTree US High Dividend Fund position peaked at $243K in Q4 2016.
  • 121 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2017.

Based on Highwater Wealth Management's 13F filing for Q2 2017, filed 10 Jul 2017.