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VSR Financial Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

VSR Financial Services’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
2015
Q1 		– Sell
-3,587
Closed -$221K – 566
2014
Q4 		$221K Buy
+3,587
New +$217K 0.02% 498

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VSR Financial Services's DHS Position: Q1 2015 in Review

VSR Financial Services sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2015, closing a stake of 3,587 shares — an estimated $221K sold.

VSR Financial Services first reported a position in DHS in Q4 2014 and held it in 1 quarter. The position peaked at $221K in Q4 2014. 101 funds tracked by Wall St. Rank hold DHS as of Q1 2015.

  • VSR Financial Services reported no remaining WisdomTree US High Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • VSR Financial Services sold 3,587 WisdomTree US High Dividend Fund shares in Q1 2015, an estimated $221K.
  • VSR Financial Services first reported a position in WisdomTree US High Dividend Fund in Q4 2014 and held it in 1 quarter.
  • VSR Financial Services's WisdomTree US High Dividend Fund position peaked at $221K in Q4 2014.
  • 101 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2015.

Based on VSR Financial Services's 13F filing for Q1 2015, filed 13 May 2015.