Transamerica Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-556	Closed	-$36K	–	463
2016 Q1	$36K	Hold	556	–	–	﹤0.01%	411
2015 Q4	$33K	Hold	556	–	–	﹤0.01%	461
2015 Q3	$31K	Hold	556	–	–	﹤0.01%	444
2015 Q2	$34K	Hold	556	–	–	﹤0.01%	498
2015 Q1	$34K	Buy	+556	New	+$34.1K	﹤0.01%	474

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Transamerica Financial Advisors's DHS Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2016, closing a stake of 556 shares — an estimated $36K sold.

Transamerica Financial Advisors first reported a position in DHS in Q1 2015 and held it in 5 quarters. The position peaked at $36K in Q1 2016. 111 funds tracked by Wall St. Rank hold DHS as of Q2 2016.

Transamerica Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 556 WisdomTree US High Dividend Fund shares in Q2 2016, an estimated $36K.
Transamerica Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's WisdomTree US High Dividend Fund position peaked at $36K in Q1 2016.
111 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.