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Next Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Next Capital Management’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
2019
Q4 		– Sell
-205
Closed -$15K – 123
2019
Q3 		$15K Buy
+205
New +$14.9K 0.01% 205

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Next Capital Management's DHS Position: Q4 2019 in Review

Next Capital Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2019, closing a stake of 205 shares — an estimated $15K sold.

Next Capital Management first reported a position in DHS in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 173 funds tracked by Wall St. Rank hold DHS as of Q4 2019.

  • Next Capital Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 205 WisdomTree US High Dividend Fund shares in Q4 2019, an estimated $15K.
  • Next Capital Management first reported a position in WisdomTree US High Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Next Capital Management's WisdomTree US High Dividend Fund position peaked at $15K in Q3 2019.
  • 173 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.