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Sowa Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Sowa Financial 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
2020
Q3 		– Sell
-24
Closed -$1K – 259
2020
Q2 		$1K Hold
24
– – ﹤0.01% 339
2020
Q1 		$1K Hold
24
– – ﹤0.01% 335
2019
Q4 		$2K Buy
+24
New +$1.81K ﹤0.01% 323

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowa Financial Group's DHS Position: Q3 2020 in Review

Sowa Financial Group sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Sowa Financial Group first reported a position in DHS in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 144 funds tracked by Wall St. Rank hold DHS as of Q3 2020.

  • Sowa Financial Group reported no remaining WisdomTree US High Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 24 WisdomTree US High Dividend Fund shares in Q3 2020, an estimated $1K.
  • Sowa Financial Group first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's WisdomTree US High Dividend Fund position peaked at $2K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.