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 $2.31B 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 $1.55T AUM 33.47% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCI Wealth Advisors's DHS Position: Q2 2020 in Review

TCI Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2020, closing a stake of 310 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in DHS in Q3 2017 and held it in 11 quarters. The position peaked at $24K in Q4 2019. 148 funds tracked by Wall St. Rank hold DHS as of Q2 2020.

TCI Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 310 WisdomTree US High Dividend Fund shares in Q2 2020, an estimated $18K.
TCI Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2017 and held it in 11 quarters.
TCI Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $24K in Q4 2019.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.