Strategic Family Wealth Counselors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Strategic Family Wealth Counselors’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 Q2	–	Sell	-4,370	Closed	-$247K	–	79
2020 Q1	$247K	Sell	4,370 -7,017	-62%	-$491K	0.18%	62
2019 Q4	$875K	Sell	11,387 -283	-2%	-$21.3K	0.71%	28
2019 Q3	$869K	Buy	11,670 +36	+0.3%	+$2.62K	0.66%	29
2019 Q2	$847K	Buy	11,634 +56	+0.5%	+$4.05K	0.66%	28
2019 Q1	$839K	Buy	11,578 +7,270	+169%	+$512K	0.68%	28
2018 Q4	$281K	Buy	+4,308	New	+$300K	0.32%	47

Other funds holding DHS

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMLI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Strategic Family Wealth Counselors's DHS Position: Q2 2020 in Review

Strategic Family Wealth Counselors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2020, closing a stake of 4,370 shares — an estimated $247K sold.

Strategic Family Wealth Counselors first reported a position in DHS in Q4 2018 and held it in 6 quarters. The position peaked at $875K in Q4 2019. 148 funds tracked by Wall St. Rank hold DHS as of Q2 2020.

Strategic Family Wealth Counselors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Strategic Family Wealth Counselors sold 4,370 WisdomTree US High Dividend Fund shares in Q2 2020, an estimated $247K.
Strategic Family Wealth Counselors first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and held it in 6 quarters.
Strategic Family Wealth Counselors's WisdomTree US High Dividend Fund position peaked at $875K in Q4 2019.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2020, filed 13 Jul 2020.