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Moneta Group Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-1,058
Closed -$77K – 632
2017
Q4 		$77K Buy
+1,058
New +$75.6K 0.01% 256

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's DHS Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2018, closing a stake of 1,058 shares — an estimated $77K sold.

Moneta Group Investment Advisors first reported a position in DHS in Q4 2017 and held it in 1 quarter. The position peaked at $77K in Q4 2017. 138 funds tracked by Wall St. Rank hold DHS as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,058 WisdomTree US High Dividend Fund shares in Q1 2018, an estimated $77K.
  • Moneta Group Investment Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's WisdomTree US High Dividend Fund position peaked at $77K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.