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KLS Professional Advisors Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

KLS Professional Advisors Group’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
Q1 		– Sell
-3,260
Closed -$237K – 24
2017
Q4 		$237K Buy
+3,260
New +$233K 0.05% 20

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KLS Professional Advisors Group's DHS Position: Q1 2018 in Review

KLS Professional Advisors Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2018, closing a stake of 3,260 shares — an estimated $237K sold.

KLS Professional Advisors Group first reported a position in DHS in Q4 2017 and held it in 1 quarter. The position peaked at $237K in Q4 2017. 138 funds tracked by Wall St. Rank hold DHS as of Q1 2018.

  • KLS Professional Advisors Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • KLS Professional Advisors Group sold 3,260 WisdomTree US High Dividend Fund shares in Q1 2018, an estimated $237K.
  • KLS Professional Advisors Group first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 1 quarter.
  • KLS Professional Advisors Group's WisdomTree US High Dividend Fund position peaked at $237K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2018.

Based on KLS Professional Advisors Group's 13F filing for Q1 2018, filed 11 Apr 2018.