Sowell Financial Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-383	Closed	-$27K	–	3141
2020 Q4	$27K	Hold	383	–	–	﹤0.01%	1613
2020 Q3	$24K	Hold	383	–	–	﹤0.01%	1478
2020 Q2	$24K	Hold	383	–	–	﹤0.01%	1403
2020 Q1	$22K	Hold	383	–	–	﹤0.01%	1354
2019 Q4	$29K	Hold	383	–	–	﹤0.01%	1309
2019 Q3	$29K	Buy	+383	New	+$27.9K	﹤0.01%	1155

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Sowell Financial Services's DHS Position: Q1 2021 in Review

Sowell Financial Services sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2021, closing a stake of 383 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in DHS in Q3 2019 and held it in 6 quarters. The position peaked at $29K in Q4 2019. 158 funds tracked by Wall St. Rank hold DHS as of Q1 2021.

Sowell Financial Services reported no remaining WisdomTree US High Dividend Fund position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 383 WisdomTree US High Dividend Fund shares in Q1 2021, an estimated $27K.
Sowell Financial Services first reported a position in WisdomTree US High Dividend Fund in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's WisdomTree US High Dividend Fund position peaked at $29K in Q4 2019.
158 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.