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Trilogy Capital’s WisdomTree US High Dividend Fund DHS Stock Holding History

Trilogy Capital’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
2018
Q4 		– Sell
-23
Closed -$2K – 236
2018
Q3 		$2K Hold
23
– – ﹤0.01% 492
2018
Q2 		$2K Hold
23
– – ﹤0.01% 456
2018
Q1 		$2K Buy
+23
New +$1.63K ﹤0.01% 382

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Trilogy Capital's DHS Position: Q4 2018 in Review

Trilogy Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2018, closing a stake of 23 shares — an estimated $2K sold.

Trilogy Capital first reported a position in DHS in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 143 funds tracked by Wall St. Rank hold DHS as of Q4 2018.

  • Trilogy Capital reported no remaining WisdomTree US High Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 23 WisdomTree US High Dividend Fund shares in Q4 2018, an estimated $2K.
  • Trilogy Capital first reported a position in WisdomTree US High Dividend Fund in Q1 2018 and held it in 3 quarters.
  • Trilogy Capital's WisdomTree US High Dividend Fund position peaked at $2K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.