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Midwest Professional Planners Ltd (MPPL)’s WisdomTree US High Dividend Fund DHS Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2018
Q3 		– Sell
-98
Closed -$7K – 144
2018
Q2 		$7K Hold
98
– – 0.01% 252
2018
Q1 		$7K Hold
98
– – 0.01% 248
2017
Q4 		$7K Buy
+98
New +$7K 0.01% 262

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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

Midwest Professional Planners Ltd (MPPL)'s DHS Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2018, closing a stake of 98 shares — an estimated $7K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in DHS in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 138 funds tracked by Wall St. Rank hold DHS as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining WisdomTree US High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 98 WisdomTree US High Dividend Fund shares in Q3 2018, an estimated $7K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s WisdomTree US High Dividend Fund position peaked at $7K in Q2 2018.
  • 138 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.