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Nottingham Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Nottingham 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
2013
Q4 		– Sell
-4,355
Closed -$226K – 55
2013
Q3 		$226K Sell
4,355
-23,895
-85% -$1.26M 0.08% 49
2013
Q2 		$1.46M Buy
+28,250
New +$1.48M 0.61% 27

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nottingham Advisors's DHS Position: Q4 2013 in Review

Nottingham Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2013, closing a stake of 4,355 shares — an estimated $226K sold.

Nottingham Advisors first reported a position in DHS in Q2 2013 and held it in 2 quarters. The position peaked at $1.46M in Q2 2013. 76 funds tracked by Wall St. Rank hold DHS as of Q4 2013.

  • Nottingham Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Nottingham Advisors sold 4,355 WisdomTree US High Dividend Fund shares in Q4 2013, an estimated $226K.
  • Nottingham Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Nottingham Advisors's WisdomTree US High Dividend Fund position peaked at $1.46M in Q2 2013.
  • 76 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2013.

Based on Nottingham Advisors's 13F filing for Q4 2013, filed 18 Feb 2014.