MGO One Seven’s WisdomTree US High Dividend Fund DHS Stock Holding History

MGO One Seven’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 Q1	–	Sell	-1,075	Closed	-$70K	–	692
2018 Q4	$70K	Buy	+1,075	New	+$74.8K	0.03%	547
2018 Q1	$81K	Hold	1,192	–	–	0.04%	489
2017 Q4	$87K	Buy	+1,192	New	+$85.1K	0.04%	469

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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

CAN

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

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

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

FMLI

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

EAM

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

MGO One Seven's DHS Position: Q1 2019 in Review

MGO One Seven sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2019, closing a stake of 1,075 shares — an estimated $70K sold.

MGO One Seven first reported a position in DHS in Q4 2017 and held it in 3 quarters. The position peaked at $87K in Q4 2017. 147 funds tracked by Wall St. Rank hold DHS as of Q1 2019.

MGO One Seven reported no remaining WisdomTree US High Dividend Fund position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 1,075 WisdomTree US High Dividend Fund shares in Q1 2019, an estimated $70K.
MGO One Seven first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 3 quarters.
MGO One Seven's WisdomTree US High Dividend Fund position peaked at $87K in Q4 2017.
147 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.