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

V 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
2017 Q4	–	Sell	-12,053	Closed	-$837K	–	208
2017 Q3	$837K	Sell	12,053 -260	-2%	-$17.9K	0.42%	57
2017 Q2	$841K	Sell	12,313 -109	-0.9%	-$7.46K	0.39%	61
2017 Q1	$849K	Sell	12,422 -278	-2%	-$18.9K	0.52%	58
2016 Q4	$850K	Sell	12,700 -235	-2%	-$15.4K	0.62%	56
2016 Q3	$864K	Buy	12,935 +350	+3%	+$23.5K	0.7%	48
2016 Q2	$842K	Buy	12,585 +137	+1%	+$8.77K	0.69%	52
2016 Q1	$790K	Buy	+12,448	New	+$736K	0.63%	52

Other funds holding DHS

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

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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

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

PVH

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

V Wealth Advisors's DHS Position: Q4 2017 in Review

V Wealth Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2017, closing a stake of 12,053 shares — an estimated $837K sold.

V Wealth Advisors first reported a position in DHS in Q1 2016 and held it in 7 quarters. The position peaked at $864K in Q3 2016. 142 funds tracked by Wall St. Rank hold DHS as of Q4 2017.

V Wealth Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2017 after selling out during the quarter.
V Wealth Advisors sold 12,053 WisdomTree US High Dividend Fund shares in Q4 2017, an estimated $837K.
V Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q1 2016 and held it in 7 quarters.
V Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $864K in Q3 2016.
142 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2017.

Based on V Wealth Advisors's 13F filing for Q4 2017, filed 19 Jan 2018.