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

StoneX 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
2017
Q3 		– Sell
-6,335
Closed -$433K – 215
2017
Q2 		$433K Buy
+6,335
New +$434K 0.14% 220

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

StoneX Group's DHS Position: Q3 2017 in Review

StoneX Group sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2017, closing a stake of 6,335 shares — an estimated $433K sold.

StoneX Group first reported a position in DHS in Q2 2017 and held it in 1 quarter. The position peaked at $433K in Q2 2017. 122 funds tracked by Wall St. Rank hold DHS as of Q3 2017.

  • StoneX Group reported no remaining WisdomTree US High Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • StoneX Group sold 6,335 WisdomTree US High Dividend Fund shares in Q3 2017, an estimated $433K.
  • StoneX Group first reported a position in WisdomTree US High Dividend Fund in Q2 2017 and held it in 1 quarter.
  • StoneX Group's WisdomTree US High Dividend Fund position peaked at $433K in Q2 2017.
  • 122 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2017.

Based on StoneX Group's 13F filing for Q3 2017, filed 13 Nov 2017.