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Kanaly Trust’s WisdomTree US High Dividend Fund DHS Stock Holding History

Kanaly Trust’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
2016
Q2 		– Sell
-350
Closed -$22K – 912
2016
Q1 		$22K Buy
+350
New +$20.7K ﹤0.01% 417

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Kanaly Trust's DHS Position: Q2 2016 in Review

Kanaly Trust sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2016, closing a stake of 350 shares — an estimated $22K sold.

Kanaly Trust first reported a position in DHS in Q1 2016 and held it in 1 quarter. The position peaked at $22K in Q1 2016. 111 funds tracked by Wall St. Rank hold DHS as of Q2 2016.

  • Kanaly Trust reported no remaining WisdomTree US High Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • Kanaly Trust sold 350 WisdomTree US High Dividend Fund shares in Q2 2016, an estimated $22K.
  • Kanaly Trust first reported a position in WisdomTree US High Dividend Fund in Q1 2016 and held it in 1 quarter.
  • Kanaly Trust's WisdomTree US High Dividend Fund position peaked at $22K in Q1 2016.
  • 111 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2016.

Based on Kanaly Trust's 13F filing for Q2 2016, filed 21 Jul 2016.