INR Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

INR Advisory 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
2019 Q1	$12K	Hold	167	–	–	﹤0.01%	44
2018 Q4	$11K	Hold	167	–	–	﹤0.01%	49
2018 Q3	$12K	Hold	167	–	–	﹤0.01%	34
2018 Q2	$12K	Hold	167	–	–	﹤0.01%	40
2018 Q1	$11K	Hold	167	–	–	﹤0.01%	38
2017 Q4	$12K	Hold	167	–	–	﹤0.01%	33
2017 Q3	$12K	Hold	167	–	–	﹤0.01%	30
2017 Q2	$11K	Hold	167	–	–	﹤0.01%	37
2017 Q1	$11K	Hold	167	–	–	﹤0.01%	41
2016 Q4	$11K	Hold	167	–	–	﹤0.01%	35
2016 Q3	$11K	Hold	167	–	–	﹤0.01%	38
2016 Q2	$11K	Hold	167	–	–	﹤0.01%	38
2016 Q1	$11K	Hold	167	–	–	﹤0.01%	27
2015 Q4	$10K	Hold	167	–	–	﹤0.01%	28
2015 Q3	$9K	Hold	167	–	–	﹤0.01%	27
2015 Q2	$10K	Hold	167	–	–	﹤0.01%	28
2015 Q1	$10K	Sell	167 -324	-66%	-$19.9K	﹤0.01%	29
2014 Q4	$30K	Hold	491	–	–	0.01%	32
2014 Q3	$29K	Hold	491	–	–	0.01%	40
2014 Q2	$29K	Hold	491	–	–	0.01%	34
2014 Q1	$28K	Hold	491	–	–	0.01%	38
2013 Q4	$27K	Hold	491	–	–	0.01%	40
2013 Q3	$26K	Hold	491	–	–	0.01%	38
2013 Q2	$25K	Buy	+491	New	+$25.7K	0.01%	37

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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

CAN

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

EAM

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

INR Advisory Services's DHS Position: Q1 2019 in Review

INR Advisory Services held its WisdomTree US High Dividend Fund (DHS) position steady in Q1 2019 at 167 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #44.

INR Advisory Services first reported a position in DHS in Q2 2013 and has held it in 24 quarters since. The position peaked at $30K in Q4 2014. 147 funds tracked by Wall St. Rank hold DHS as of Q1 2019.

INR Advisory Services held 167 shares of WisdomTree US High Dividend Fund worth $12K as of Q1 2019.
INR Advisory Services left its WisdomTree US High Dividend Fund share count unchanged in Q1 2019.
WisdomTree US High Dividend Fund made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #44 holding.
INR Advisory Services first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's WisdomTree US High Dividend Fund position peaked at $30K in Q4 2014.
147 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.