Integrated Wealth Management (Palm Desert)’s WisdomTree US High Dividend Fund DHS Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$406K	Buy	5,937 +2	+0%	+$136	0.14%	153
2016 Q4	$399K	Buy	5,935 +693	+13%	+$45.5K	0.15%	153
2016 Q3	$348K	Buy	5,242 +377	+8%	+$25.3K	0.12%	152
2016 Q2	$325K	Buy	+4,865	New	+$312K	0.13%	156

Other funds holding DHS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DHS Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its WisdomTree US High Dividend Fund (DHS) stake by 0.03% in Q1 2017, buying an estimated $136 and bringing the position to 5,937 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #153.

Integrated Wealth Management (Palm Desert) first reported a position in DHS in Q2 2016 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold DHS as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 5,937 shares of WisdomTree US High Dividend Fund worth $406K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 2 WisdomTree US High Dividend Fund shares in Q1 2017, an estimated $136.
WisdomTree US High Dividend Fund made up 0.14% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #153 holding.
Integrated Wealth Management (Palm Desert) first reported a position in WisdomTree US High Dividend Fund in Q2 2016 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.