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Investment Centers of America’s WisdomTree US High Dividend Fund DHS Stock Holding History

Investment Centers of America’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 		– Sell
-3,610
Closed -$242K – 645
2016
Q4 		$242K Buy
+3,610
New +$237K 0.02% 490

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Wells Fargo
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 $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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Centers of America's DHS Position: Q1 2017 in Review

Investment Centers of America sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2017, closing a stake of 3,610 shares — an estimated $242K sold.

Investment Centers of America first reported a position in DHS in Q4 2016 and held it in 1 quarter. The position peaked at $242K in Q4 2016. 124 funds tracked by Wall St. Rank hold DHS as of Q1 2017.

  • Investment Centers of America reported no remaining WisdomTree US High Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Investment Centers of America sold 3,610 WisdomTree US High Dividend Fund shares in Q1 2017, an estimated $242K.
  • Investment Centers of America first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Investment Centers of America's WisdomTree US High Dividend Fund position peaked at $242K in Q4 2016.
  • 124 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2017.

Based on Investment Centers of America's 13F filing for Q1 2017, filed 15 May 2017.