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

Marietta 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
2017
Q1 		– Sell
-3,334
Closed -$224K – 115
2016
Q4 		$224K Buy
+3,334
New +$219K 0.18% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Marietta Wealth Management's DHS Position: Q1 2017 in Review

Marietta Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2017, closing a stake of 3,334 shares — an estimated $224K sold.

Marietta Wealth Management first reported a position in DHS in Q4 2016 and held it in 1 quarter. The position peaked at $224K in Q4 2016. 124 funds tracked by Wall St. Rank hold DHS as of Q1 2017.

  • Marietta Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 3,334 WisdomTree US High Dividend Fund shares in Q1 2017, an estimated $224K.
  • Marietta Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Marietta Wealth Management's WisdomTree US High Dividend Fund position peaked at $224K in Q4 2016.
  • 124 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2017.

Based on Marietta Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.