LWM
DHS icon

Liberty Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Liberty 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
2019
Q4 		– Sell
-186
Closed -$14K – 919
2019
Q3 		$14K Buy
+186
New +$13.6K 0.01% 451

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Liberty Wealth Management's DHS Position: Q4 2019 in Review

Liberty Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2019, closing a stake of 186 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in DHS in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 173 funds tracked by Wall St. Rank hold DHS as of Q4 2019.

  • Liberty Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 186 WisdomTree US High Dividend Fund shares in Q4 2019, an estimated $14K.
  • Liberty Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Liberty Wealth Management's WisdomTree US High Dividend Fund position peaked at $14K in Q3 2019.
  • 173 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.