LGWM
DHS icon

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

Litman Gregory 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
2016
Q3 		– Sell
-1,103
Closed -$74K – 37
2016
Q2 		$74K Hold
1,103
– – 0.06% 26
2016
Q1 		$70K Buy
+1,103
New +$65.2K 0.06% 29
2014
Q3 		$222K Hold
3,751
– – 0.3% 12
2014
Q2 		$223K Sell
3,751
-670
-15% -$38.7K 0.4% 12
2014
Q1 		$250K Hold
4,421
– – 0.3% 13
2013
Q4 		$244K Sell
4,421
-515
-10% -$27.9K 0.3% 11
2013
Q3 		$256K Sell
4,936
-4,862
-50% -$255K 0.31% 10
2013
Q2 		$507K Buy
+9,798
New +$514K 0.57% 12

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return