Jackson Square Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Jackson Square Capital’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
2020 Q4	–	Sell	-121	Closed	-$8K	–	193
2020 Q3	$8K	Sell	121 -334	-73%	-$21.3K	﹤0.01%	270
2020 Q2	$28K	Hold	455	–	–	0.01%	184
2020 Q1	$26K	Sell	455 -568	-56%	-$39.8K	0.02%	157
2019 Q4	$79K	Buy	+1,023	New	+$77.1K	0.05%	130

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

CAN

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FMLI

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

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

EAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jackson Square Capital's DHS Position: Q4 2020 in Review

Jackson Square Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2020, closing a stake of 121 shares — an estimated $8K sold.

Jackson Square Capital first reported a position in DHS in Q4 2019 and held it in 4 quarters. The position peaked at $79K in Q4 2019. 148 funds tracked by Wall St. Rank hold DHS as of Q4 2020.

Jackson Square Capital reported no remaining WisdomTree US High Dividend Fund position as of Q4 2020 after selling out during the quarter.
Jackson Square Capital sold 121 WisdomTree US High Dividend Fund shares in Q4 2020, an estimated $8K.
Jackson Square Capital first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 4 quarters.
Jackson Square Capital's WisdomTree US High Dividend Fund position peaked at $79K in Q4 2019.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.