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HRT Financial’s WisdomTree US High Dividend Fund DHS Stock Holding History

HRT Financial’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
2015
Q3 		– Sell
-3,978
Closed -$236K – 95
2015
Q2 		$236K Buy
+3,978
New +$244K 0.11% 114

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

HRT Financial's DHS Position: Q3 2015 in Review

HRT Financial sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2015, closing a stake of 3,978 shares — an estimated $236K sold.

HRT Financial first reported a position in DHS in Q2 2015 and held it in 1 quarter. The position peaked at $236K in Q2 2015. 90 funds tracked by Wall St. Rank hold DHS as of Q3 2015.

  • HRT Financial reported no remaining WisdomTree US High Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • HRT Financial sold 3,978 WisdomTree US High Dividend Fund shares in Q3 2015, an estimated $236K.
  • HRT Financial first reported a position in WisdomTree US High Dividend Fund in Q2 2015 and held it in 1 quarter.
  • HRT Financial's WisdomTree US High Dividend Fund position peaked at $236K in Q2 2015.
  • 90 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2015.

Based on HRT Financial's 13F filing for Q3 2015, filed 12 Nov 2015.