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

TCI Wealth Advisors’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	-310	Closed	-$18K	–	1499
2020 Q1	$18K	Hold	310	–	–	0.01%	461
2019 Q4	$24K	Hold	310	–	–	0.01%	515
2019 Q3	$23K	Hold	310	–	–	0.01%	465
2019 Q2	$23K	Hold	310	–	–	0.01%	443
2019 Q1	$22K	Hold	310	–	–	0.01%	477
2018 Q4	$20K	Hold	310	–	–	0.01%	472
2018 Q3	$22K	Hold	310	–	–	0.01%	478
2018 Q2	$22K	Hold	310	–	–	0.01%	464
2018 Q1	$21K	Hold	310	–	–	0.01%	474
2017 Q4	$23K	Hold	310	–	–	0.01%	470
2017 Q3	$22K	Buy	+310	New	+$21.3K	0.01%	444

Other funds holding DHS

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

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

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $377B AUM 19.32% 1-Year Est. Return