Lowe Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Lowe Wealth Advisors’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
2020 Q1	–	Sell	-99	Closed	-$8K	–	315
2019 Q4	$8K	Hold	99	–	–	﹤0.01%	181
2019 Q3	$7K	Hold	99	–	–	﹤0.01%	175
2019 Q2	$7K	Hold	99	–	–	﹤0.01%	189
2019 Q1	$7K	Buy	+99	New	+$6.97K	﹤0.01%	165

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lowe Wealth Advisors's DHS Position: Q1 2020 in Review

Lowe Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 99 shares — an estimated $8K sold.

Lowe Wealth Advisors first reported a position in DHS in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

Lowe Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 99 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $8K.
Lowe Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2019 and held it in 4 quarters.
Lowe Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $8K in Q4 2019.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.