Quad-Cities Investment Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-702	Closed	-$52K	–	276
2019 Q3	$52K	Buy	702 +9	+1%	+$656	0.04%	321
2019 Q2	$50K	Buy	693 +7	+1%	+$506	0.04%	338
2019 Q1	$50K	Buy	686 +2	+0.3%	+$141	0.05%	332
2018 Q4	$45K	Buy	684 +10	+1%	+$696	0.05%	340
2018 Q3	$49K	Buy	674 +4	+0.6%	+$287	0.04%	351
2018 Q2	$47K	Buy	+670	New	+$46.3K	0.04%	356

Other funds holding DHS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

CAN

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

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

FMLI

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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Quad-Cities Investment Group's DHS Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2019, closing a stake of 702 shares — an estimated $52K sold.

Quad-Cities Investment Group first reported a position in DHS in Q2 2018 and held it in 6 quarters. The position peaked at $52K in Q3 2019. 173 funds tracked by Wall St. Rank hold DHS as of Q4 2019.

Quad-Cities Investment Group reported no remaining WisdomTree US High Dividend Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 702 WisdomTree US High Dividend Fund shares in Q4 2019, an estimated $52K.
Quad-Cities Investment Group first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's WisdomTree US High Dividend Fund position peaked at $52K in Q3 2019.
173 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.