WT
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Washington Trust’s WisdomTree US High Dividend Fund DHS Stock Holding History

Washington Trust’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
Q4 		– Sell
-155
Closed -$10K – 1010
2020
Q3 		$10K Hold
155
– – ﹤0.01% 727
2020
Q2 		$10K Hold
155
– – ﹤0.01% 647
2020
Q1 		$9K Buy
+155
New +$10.9K ﹤0.01% 682

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Washington Trust's DHS Position: Q4 2020 in Review

Washington Trust sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2020, closing a stake of 155 shares — an estimated $10K sold.

Washington Trust first reported a position in DHS in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 148 funds tracked by Wall St. Rank hold DHS as of Q4 2020.

  • Washington Trust reported no remaining WisdomTree US High Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Washington Trust sold 155 WisdomTree US High Dividend Fund shares in Q4 2020, an estimated $10K.
  • Washington Trust first reported a position in WisdomTree US High Dividend Fund in Q1 2020 and held it in 3 quarters.
  • Washington Trust's WisdomTree US High Dividend Fund position peaked at $10K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2020.

Based on Washington Trust's 13F filing for Q4 2020, filed 9 Feb 2021.