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Moisand Fitzgerald Tamayo’s WisdomTree US High Dividend Fund DHS Stock Holding History

Moisand Fitzgerald Tamayo’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
2016
Q3 		– Sell
-3,013
Closed -$201K – 63
2016
Q2 		$201K Hold
3,013
– – 0.16% 53
2016
Q1 		$191K Sell
3,013
-267
-8% -$15.8K 0.15% 55
2015
Q4 		$194K Buy
+3,280
New +$194K 0.17% 56

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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 $445B AUM 25.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DHS Position: Q3 2016 in Review

Moisand Fitzgerald Tamayo sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2016, closing a stake of 3,013 shares — an estimated $201K sold.

Moisand Fitzgerald Tamayo first reported a position in DHS in Q4 2015 and held it in 3 quarters. The position peaked at $201K in Q2 2016. 117 funds tracked by Wall St. Rank hold DHS as of Q3 2016.

  • Moisand Fitzgerald Tamayo reported no remaining WisdomTree US High Dividend Fund position as of Q3 2016 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 3,013 WisdomTree US High Dividend Fund shares in Q3 2016, an estimated $201K.
  • Moisand Fitzgerald Tamayo first reported a position in WisdomTree US High Dividend Fund in Q4 2015 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's WisdomTree US High Dividend Fund position peaked at $201K in Q2 2016.
  • 117 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2016.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2016, filed 4 Nov 2016.