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

Truvestments 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
2019 Q4	–	Sell	-268	Closed	-$20K	–	254
2019 Q3	$20K	Hold	268	–	–	0.01%	403
2019 Q2	$20K	Hold	268	–	–	0.01%	425
2019 Q1	$19K	Buy	+268	New	+$18.9K	0.01%	405
2018 Q3	$337K	Buy	4,675 +17	+0.4%	+$1.22K	0.16%	128
2018 Q2	$326K	Buy	+4,658	New	+$322K	0.2%	122

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Truvestments Capital's DHS Position: Q4 2019 in Review

Truvestments Capital sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2019, closing a stake of 268 shares — an estimated $20K sold.

Truvestments Capital first reported a position in DHS in Q2 2018 and held it in 5 quarters. The position peaked at $337K in Q3 2018. 173 funds tracked by Wall St. Rank hold DHS as of Q4 2019.

Truvestments Capital reported no remaining WisdomTree US High Dividend Fund position as of Q4 2019 after selling out during the quarter.
Truvestments Capital sold 268 WisdomTree US High Dividend Fund shares in Q4 2019, an estimated $20K.
Truvestments Capital first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and held it in 5 quarters.
Truvestments Capital's WisdomTree US High Dividend Fund position peaked at $337K in Q3 2018.
173 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.