IWC
DHS icon

Integrated Wealth Counsel’s WisdomTree US High Dividend Fund DHS Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-400
Closed -$21K – 198
2013
Q2 		$21K Buy
+400
New +$21K 0.02% 137

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrated Wealth Counsel's DHS Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2013, closing a stake of 400 shares — an estimated $21K sold.

Integrated Wealth Counsel first reported a position in DHS in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 71 funds tracked by Wall St. Rank hold DHS as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining WisdomTree US High Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 400 WisdomTree US High Dividend Fund shares in Q3 2013, an estimated $21K.
  • Integrated Wealth Counsel first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's WisdomTree US High Dividend Fund position peaked at $21K in Q2 2013.
  • 71 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.