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

Procyon 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
2020
Q1 		– Sell
-2,405
Closed -$185K – 1031
2019
Q4 		$185K Buy
+2,405
New +$181K 0.11% 174

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Procyon Advisors's DHS Position: Q1 2020 in Review

Procyon Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 2,405 shares — an estimated $185K sold.

Procyon Advisors first reported a position in DHS in Q4 2019 and held it in 1 quarter. The position peaked at $185K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

  • Procyon Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Procyon Advisors sold 2,405 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $185K.
  • Procyon Advisors first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Procyon Advisors's WisdomTree US High Dividend Fund position peaked at $185K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Procyon Advisors's 13F filing for Q1 2020, filed 15 May 2020.