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

Scotia Capital’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
2017
Q4 		– Sell
-17,000
Closed -$1.19M – 718
2017
Q3 		$1.19M Hold
17,000
– – 0.02% 359
2017
Q2 		$1.16M Hold
17,000
– – 0.02% 339
2017
Q1 		$1.16M Buy
+17,000
New +$1.16M 0.02% 351

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Scotia Capital's DHS Position: Q4 2017 in Review

Scotia Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2017, closing a stake of 17,000 shares — an estimated $1.19M sold.

Scotia Capital first reported a position in DHS in Q1 2017 and held it in 3 quarters. The position peaked at $1.19M in Q3 2017. 142 funds tracked by Wall St. Rank hold DHS as of Q4 2017.

  • Scotia Capital reported no remaining WisdomTree US High Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Scotia Capital sold 17,000 WisdomTree US High Dividend Fund shares in Q4 2017, an estimated $1.19M.
  • Scotia Capital first reported a position in WisdomTree US High Dividend Fund in Q1 2017 and held it in 3 quarters.
  • Scotia Capital's WisdomTree US High Dividend Fund position peaked at $1.19M in Q3 2017.
  • 142 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2017.

Based on Scotia Capital's 13F filing for Q4 2017, filed 13 Feb 2018.