Principal Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Principal Financial Group’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	-73,163	Closed	-$5.72M	–	2589
2021 Q2	$5.72M	Sell	73,163 -18,606	-20%	-$1.47M	﹤0.01%	1673
2021 Q1	$7M	Buy	91,769 +67,694	+281%	+$4.88M	﹤0.01%	1544
2020 Q4	$1.67M	Sell	24,075 -6,135	-20%	-$409K	﹤0.01%	1835
2020 Q3	$1.89M	Sell	30,210 -19,642	-39%	-$1.25M	﹤0.01%	1748
2020 Q2	$3.1M	Buy	49,852 +13,228	+36%	+$813K	﹤0.01%	1592
2020 Q1	$2.07M	Buy	36,624 +22,520	+160%	+$1.58M	﹤0.01%	1585
2019 Q4	$1.08M	Sell	14,104 -3,726	-21%	-$281K	﹤0.01%	1817
2019 Q3	$1.33M	Buy	17,830 +7,257	+69%	+$529K	﹤0.01%	1791
2019 Q2	$769K	Buy	+10,573	New	+$765K	﹤0.01%	1883

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 $1.72B AUM 29.29% 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

Principal Financial Group's DHS Position: Q3 2021 in Review

Principal Financial Group sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2021, closing a stake of 73,163 shares — an estimated $5.72M sold.

Principal Financial Group first reported a position in DHS in Q2 2019 and held it in 9 quarters. The position peaked at $7M in Q1 2021. 152 funds tracked by Wall St. Rank hold DHS as of Q3 2021.

Principal Financial Group reported no remaining WisdomTree US High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Principal Financial Group sold 73,163 WisdomTree US High Dividend Fund shares in Q3 2021, an estimated $5.72M.
Principal Financial Group first reported a position in WisdomTree US High Dividend Fund in Q2 2019 and held it in 9 quarters.
Principal Financial Group's WisdomTree US High Dividend Fund position peaked at $7M in Q1 2021.
152 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.