RCG
DHS icon

Ruggie Capital Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Ruggie Capital 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
2018
Q3 		– Sell
-902
Closed -$63K – 253
2018
Q2 		$63K Hold
902
– – 0.03% 165
2018
Q1 		$61K Hold
902
– – 0.03% 133
2017
Q4 		$66K Hold
902
– – 0.04% 126
2017
Q3 		$63K Hold
902
– – 0.04% 115
2017
Q2 		$62K Hold
902
– – 0.04% 122
2017
Q1 		$62K Buy
+902
New +$61.4K 0.05% 106
2016
Q4 		– Sell
-902
Closed -$60K – 153
2016
Q3 		$60K Buy
+902
New +$60.5K 0.05% 79

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return