Toews Corporation’s WisdomTree US High Dividend Fund DHS Stock Holding History

Toews Corporation’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	-3,568	Closed	-$244K	–	12
2017 Q2	$244K	Sell	3,568 -1,821	-34%	-$125K	0.07%	11
2017 Q1	$369K	Buy	5,389 +153	+3%	+$10.4K	0.15%	11
2016 Q4	$352K	Buy	5,236 +945	+22%	+$62K	0.22%	5
2016 Q3	$285K	Sell	4,291 -426	-9%	-$28.6K	0.26%	7
2016 Q2	$316K	Buy	+4,717	New	+$302K	0.13%	107
2015 Q3	$261K	Sell	4,701 -185	-4%	-$10.7K	16.11%	2
2015 Q2	$291K	Hold	4,886	–	–	8.8%	2
2015 Q1	$291K	Buy	+4,886	New	+$300K	8.8%	2

Other funds holding DHS

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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 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

Toews Corporation's DHS Position: Q3 2017 in Review

Toews Corporation sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2017, closing a stake of 3,568 shares — an estimated $244K sold.

Toews Corporation first reported a position in DHS in Q1 2015 and held it in 8 quarters. The position peaked at $369K in Q1 2017. 122 funds tracked by Wall St. Rank hold DHS as of Q3 2017.

Toews Corporation reported no remaining WisdomTree US High Dividend Fund position as of Q3 2017 after selling out during the quarter.
Toews Corporation sold 3,568 WisdomTree US High Dividend Fund shares in Q3 2017, an estimated $244K.
Toews Corporation first reported a position in WisdomTree US High Dividend Fund in Q1 2015 and held it in 8 quarters.
Toews Corporation's WisdomTree US High Dividend Fund position peaked at $369K in Q1 2017.
122 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2017.

Based on Toews Corporation's 13F filing for Q3 2017, filed 21 Jun 2019.