PFO
DHS icon

Pathstone Family Office’s WisdomTree US High Dividend Fund DHS Stock Holding History

Pathstone Family Office’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
2020
Q3 		– Sell
-3,000
Closed -$187K – 841
2020
Q2 		$187K Hold
3,000
– – 0.02% 169
2020
Q1 		$170K Buy
+3,000
New +$210K 0.02% 175

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Family Office's DHS Position: Q3 2020 in Review

Pathstone Family Office sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2020, closing a stake of 3,000 shares — an estimated $187K sold.

Pathstone Family Office first reported a position in DHS in Q1 2020 and held it in 2 quarters. The position peaked at $187K in Q2 2020. 144 funds tracked by Wall St. Rank hold DHS as of Q3 2020.

  • Pathstone Family Office reported no remaining WisdomTree US High Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Pathstone Family Office sold 3,000 WisdomTree US High Dividend Fund shares in Q3 2020, an estimated $187K.
  • Pathstone Family Office first reported a position in WisdomTree US High Dividend Fund in Q1 2020 and held it in 2 quarters.
  • Pathstone Family Office's WisdomTree US High Dividend Fund position peaked at $187K in Q2 2020.
  • 144 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.