MYCIO Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-1,002	Closed	-$77K	–	107
2019 Q4	$77K	Hold	1,002	–	–	0.01%	374
2019 Q3	$75K	Hold	1,002	–	–	0.01%	342
2019 Q2	$73K	Buy	+1,002	New	+$72.5K	0.01%	328
2016 Q4	–	Sell	-950	Closed	-$63K	–	321
2016 Q3	$63K	Buy	+950	New	+$63.7K	0.01%	312

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

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

FMLI

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

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

EAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYCIO Wealth Partners's DHS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 1,002 shares — an estimated $77K sold.

MYCIO Wealth Partners first reported a position in DHS in Q3 2016 and held it in 4 quarters. The position peaked at $77K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

MYCIO Wealth Partners reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 1,002 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $77K.
MYCIO Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and held it in 4 quarters.
MYCIO Wealth Partners's WisdomTree US High Dividend Fund position peaked at $77K in Q4 2019.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.