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Michael Gelband’s WisdomTree US High Dividend Fund DHS Stock Holding History

Michael Gelband’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
2021
Q3 		– Sell
-1,331
Closed -$104K – 2225
2021
Q2 		$104K Buy
+1,331
New +$105K ﹤0.01% 2138

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Michael Gelband's DHS Position: Q3 2021 in Review

Michael Gelband sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2021, closing a stake of 1,331 shares — an estimated $104K sold.

Michael Gelband first reported a position in DHS in Q2 2021 and held it in 1 quarter. The position peaked at $104K in Q2 2021. 152 funds tracked by Wall St. Rank hold DHS as of Q3 2021.

  • Michael Gelband reported no remaining WisdomTree US High Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Michael Gelband sold 1,331 WisdomTree US High Dividend Fund shares in Q3 2021, an estimated $104K.
  • Michael Gelband first reported a position in WisdomTree US High Dividend Fund in Q2 2021 and held it in 1 quarter.
  • Michael Gelband's WisdomTree US High Dividend Fund position peaked at $104K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2021.

Based on ExodusPoint Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.