Personal Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-400	Closed	-$31K	–	165
2021 Q2	$31K	Buy	+400	New	+$31.6K	0.01%	182
2020 Q1	–	Sell	-1,388	Closed	-$107K	–	198
2019 Q4	$107K	Buy	1,388 +6	+0.4%	+$452	0.05%	99
2019 Q3	$103K	Buy	1,382 +4	+0.3%	+$291	0.05%	101
2019 Q2	$100K	Buy	+1,378	New	+$99.7K	0.05%	88
2019 Q1	–	Sell	-5,870	Closed	-$233K	–	61
2018 Q4	$233K	Buy	+5,870	New	+$409K	0.15%	33

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Personal Wealth Partners's DHS Position: Q3 2021 in Review

Personal Wealth Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2021, closing a stake of 400 shares — an estimated $31K sold.

Personal Wealth Partners first reported a position in DHS in Q4 2018 and held it in 5 quarters. The position peaked at $233K in Q4 2018. 152 funds tracked by Wall St. Rank hold DHS as of Q3 2021.

Personal Wealth Partners reported no remaining WisdomTree US High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 400 WisdomTree US High Dividend Fund shares in Q3 2021, an estimated $31K.
Personal Wealth Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and held it in 5 quarters.
Personal Wealth Partners's WisdomTree US High Dividend Fund position peaked at $233K in Q4 2018.
152 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.