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Opus Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Opus Investment 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
2016
Q4 		– Sell
-14,600
Closed -$971K – 93
2016
Q3 		$971K Buy
+14,600
New +$979K 0.17% 76

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Opus Investment Management's DHS Position: Q4 2016 in Review

Opus Investment Management sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2016, closing a stake of 14,600 shares — an estimated $971K sold.

Opus Investment Management first reported a position in DHS in Q3 2016 and held it in 1 quarter. The position peaked at $971K in Q3 2016. 126 funds tracked by Wall St. Rank hold DHS as of Q4 2016.

  • Opus Investment Management reported no remaining WisdomTree US High Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Opus Investment Management sold 14,600 WisdomTree US High Dividend Fund shares in Q4 2016, an estimated $971K.
  • Opus Investment Management first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Opus Investment Management's WisdomTree US High Dividend Fund position peaked at $971K in Q3 2016.
  • 126 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2016.

Based on Opus Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.