NEXT Financial Holdings’s WisdomTree US High Dividend Fund DHS Stock Holding History

NEXT Financial Holdings’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 Q1	$257K	Buy	+3,549	New	+$250K	0.07%	303

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

NEXT Financial Holdings's DHS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree US High Dividend Fund (DHS) in Q1 2019: 3,549 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #303 among its holdings.

147 funds tracked by Wall St. Rank hold DHS as of Q1 2019.

NEXT Financial Holdings held 3,549 shares of WisdomTree US High Dividend Fund worth $257K as of Q1 2019.
WisdomTree US High Dividend Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree US High Dividend Fund made up 0.07% of NEXT Financial Holdings's portfolio in Q1 2019, its #303 holding.
147 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.