KJWM
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Kiley Juergens Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-3,629
Closed -$261K – 185
2018
Q3 		$261K Buy
3,629
+1,456
+67% +$105K 0.19% 81
2018
Q2 		$151K Buy
+2,173
New +$150K 0.13% 100
2018
Q1 		– Sell
-2,173
Closed -$158K – 209
2017
Q4 		$158K Buy
+2,173
New +$155K 0.14% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Kiley Juergens Wealth Management's DHS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2018, closing a stake of 3,629 shares — an estimated $261K sold.

Kiley Juergens Wealth Management first reported a position in DHS in Q4 2017 and held it in 3 quarters. The position peaked at $261K in Q3 2018. 143 funds tracked by Wall St. Rank hold DHS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 3,629 WisdomTree US High Dividend Fund shares in Q4 2018, an estimated $261K.
  • Kiley Juergens Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's WisdomTree US High Dividend Fund position peaked at $261K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.