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

TRUE Private 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 Q1	–	Sell	-609	Closed	-$46K	–	708
2019 Q4	$46K	Buy	+609	New	+$45.9K	0.01%	381
2019 Q3	–	Sell	-609	Closed	-$44K	–	343
2019 Q2	$44K	Buy	+609	New	+$44K	0.01%	362
2018 Q4	–	Sell	-609	Closed	-$43.9K	–	403
2018 Q3	$43.9K	Buy	+609	New	+$43.7K	0.01%	481

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

FMLI

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

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

EAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUE Private Wealth Advisors's DHS Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 609 shares — an estimated $46K sold.

TRUE Private Wealth Advisors first reported a position in DHS in Q3 2018 and held it in 3 quarters. The position peaked at $46K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 609 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $46K.
TRUE Private Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $46K in Q4 2019.
151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.