Jim Simons’s WisdomTree US High Dividend Fund DHS Stock Holding History

Jim Simons’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
2018 Q2	–	Sell	-3,500	Closed	-$238K	–	3310
2018 Q1	$238K	Buy	+3,500	New	+$248K	﹤0.01%	3137

Other funds holding DHS

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

DLIC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

EAM

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

FMLI

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

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

Jim Simons's DHS Position: Q2 2018 in Review

Jim Simons sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2018, closing a stake of 3,500 shares — an estimated $238K sold.

Jim Simons first reported a position in DHS in Q1 2018 and held it in 1 quarter. The position peaked at $238K in Q1 2018. 139 funds tracked by Wall St. Rank hold DHS as of Q2 2018.

Jim Simons reported no remaining WisdomTree US High Dividend Fund position as of Q2 2018 after selling out during the quarter.
Jim Simons sold 3,500 WisdomTree US High Dividend Fund shares in Q2 2018, an estimated $238K.
Jim Simons first reported a position in WisdomTree US High Dividend Fund in Q1 2018 and held it in 1 quarter.
Jim Simons's WisdomTree US High Dividend Fund position peaked at $238K in Q1 2018.
139 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2018.

Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.