Magnus Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Magnus Financial 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
2020 Q1	–	Sell	-3,729	Closed	-$286K	–	585
2019 Q4	$286K	Buy	3,729 +11	+0.3%	+$829	0.04%	319
2019 Q3	$277K	Buy	3,718 +11	+0.3%	+$801	0.05%	286
2019 Q2	$270K	Buy	3,707 +9	+0.2%	+$651	0.05%	305
2019 Q1	$268K	Buy	3,698 +4	+0.1%	+$282	0.05%	292
2018 Q4	$241K	Buy	+3,694	New	+$257K	0.06%	273

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Magnus Financial Group's DHS Position: Q1 2020 in Review

Magnus Financial Group sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 3,729 shares — an estimated $286K sold.

Magnus Financial Group first reported a position in DHS in Q4 2018 and held it in 5 quarters. The position peaked at $286K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

Magnus Financial Group reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 3,729 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $286K.
Magnus Financial Group first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and held it in 5 quarters.
Magnus Financial Group's WisdomTree US High Dividend Fund position peaked at $286K in Q4 2019.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.