SHWM
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Silicon Hills Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Silicon Hills Wealth Management’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
-1
Closed -$54 – 112
2019
Q4 		$54 Buy
+1
New +$75 0.04% 126

Other funds holding DHS

LW
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Carson Wealth (CWM LLC)
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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

Silicon Hills Wealth Management's DHS Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 1 share — an estimated $54 sold.

Silicon Hills Wealth Management first reported a position in DHS in Q4 2019 and held it in 1 quarter. The position peaked at $54 in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 WisdomTree US High Dividend Fund share in Q1 2020, an estimated $54.
  • Silicon Hills Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's WisdomTree US High Dividend Fund position peaked at $54 in Q4 2019.
  • 151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.