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SVB Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

SVB Wealth’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
Q4 		– Sell
-3,567
Closed -$223K – 865
2020
Q3 		$223K Buy
3,567
+12
+0.3% +$764 ﹤0.01% 607
2020
Q2 		$221K Buy
+3,555
New +$219K ﹤0.01% 523

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth's DHS Position: Q4 2020 in Review

SVB Wealth sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2020, closing a stake of 3,567 shares — an estimated $223K sold.

SVB Wealth first reported a position in DHS in Q2 2020 and held it in 2 quarters. The position peaked at $223K in Q3 2020. 148 funds tracked by Wall St. Rank hold DHS as of Q4 2020.

  • SVB Wealth reported no remaining WisdomTree US High Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • SVB Wealth sold 3,567 WisdomTree US High Dividend Fund shares in Q4 2020, an estimated $223K.
  • SVB Wealth first reported a position in WisdomTree US High Dividend Fund in Q2 2020 and held it in 2 quarters.
  • SVB Wealth's WisdomTree US High Dividend Fund position peaked at $223K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.