Northwest Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Northwest Wealth 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 Q1	–	Sell	-1,107	Closed	-$72K	–	528
2018 Q4	$72K	Hold	1,107	–	–	0.06%	172
2018 Q3	$80K	Hold	1,107	–	–	0.06%	174
2018 Q2	$77K	Hold	1,107	–	–	0.06%	174
2018 Q1	$75K	Buy	+1,107	New	+$78.5K	0.06%	177

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

Northwest Wealth Management's DHS Position: Q1 2019 in Review

Northwest Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2019, closing a stake of 1,107 shares — an estimated $72K sold.

Northwest Wealth Management first reported a position in DHS in Q1 2018 and held it in 4 quarters. The position peaked at $80K in Q3 2018. 147 funds tracked by Wall St. Rank hold DHS as of Q1 2019.

Northwest Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,107 WisdomTree US High Dividend Fund shares in Q1 2019, an estimated $72K.
Northwest Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q1 2018 and held it in 4 quarters.
Northwest Wealth Management's WisdomTree US High Dividend Fund position peaked at $80K in Q3 2018.
147 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.