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

Valeo 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
2021 Q2	–	Sell	-955	Closed	-$73K	–	831
2021 Q1	$73K	Hold	955	–	–	﹤0.01%	723
2020 Q4	$66K	Hold	955	–	–	﹤0.01%	686
2020 Q3	$60K	Sell	955 -350	-27%	-$22.3K	0.01%	604
2020 Q2	$81K	Hold	1,305	–	–	0.01%	574
2020 Q1	$80K	Sell	1,305 -200	-13%	-$14K	0.01%	477
2019 Q4	$116K	Hold	1,505	–	–	0.01%	429
2019 Q3	$112K	Hold	1,505	–	–	0.01%	410
2019 Q2	$110K	Hold	1,505	–	–	0.01%	408
2019 Q1	$109K	Hold	1,505	–	–	0.01%	392
2018 Q4	$98K	Hold	1,505	–	–	0.01%	382
2018 Q3	$105K	Hold	1,505	–	–	0.01%	387
2018 Q2	$107K	Buy	+1,505	New	+$104K	0.02%	389

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Valeo Financial Advisors's DHS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2021, closing a stake of 955 shares — an estimated $73K sold.

Valeo Financial Advisors first reported a position in DHS in Q2 2018 and held it in 12 quarters. The position peaked at $116K in Q4 2019. 155 funds tracked by Wall St. Rank hold DHS as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 955 WisdomTree US High Dividend Fund shares in Q2 2021, an estimated $73K.
Valeo Financial Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's WisdomTree US High Dividend Fund position peaked at $116K in Q4 2019.
155 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.