Sonora Investment Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Sonora Investment 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
2021 Q3	$81K	Sell	1,050 -100	-9%	-$7.92K	0.01%	328
2021 Q2	$90K	Sell	1,150 -100	-8%	-$7.89K	0.01%	293
2021 Q1	$95K	Buy	1,250 +400	+47%	+$28.9K	0.01%	422
2020 Q4	$59K	Hold	850	–	–	﹤0.01%	550
2020 Q3	$53K	Hold	850	–	–	﹤0.01%	560
2020 Q2	$53K	Hold	850	–	–	0.01%	487
2020 Q1	$48K	Hold	850	–	–	0.01%	501
2019 Q4	$65K	Hold	850	–	–	0.01%	437
2019 Q3	$63K	Hold	850	–	–	0.01%	431
2019 Q2	$62K	Hold	850	–	–	0.01%	444
2019 Q1	$62K	Hold	850	–	–	0.01%	415
2018 Q4	$55K	Buy	+850	New	+$59.2K	0.01%	378

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management's DHS Position: Q3 2021 in Review

Sonora Investment Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 8.7% in Q3 2021, selling an estimated $7.92K and leaving 1,050 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #328.

Sonora Investment Management first reported a position in DHS in Q4 2018 and has held it in 12 quarters since. The position peaked at $95K in Q1 2021. 152 funds tracked by Wall St. Rank hold DHS as of Q3 2021.

Sonora Investment Management held 1,050 shares of WisdomTree US High Dividend Fund worth $81K as of Q3 2021.
Sonora Investment Management sold 100 WisdomTree US High Dividend Fund shares in Q3 2021, an estimated $7.92K.
WisdomTree US High Dividend Fund made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #328 holding.
Sonora Investment Management first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and has held it in 12 quarters since.
Sonora Investment Management's WisdomTree US High Dividend Fund position peaked at $95K in Q1 2021.
152 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.