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

Wealth Architects’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
Q3 		– Sell
-4,610
Closed -$274K – 125
2015
Q2 		$274K Hold
4,610
– – 0.15% 93
2015
Q1 		$280K Sell
4,610
-170
-4% -$10.4K 0.16% 79
2014
Q4 		$294K Buy
+4,780
New +$290K 0.17% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

Wealth Architects's DHS Position: Q3 2015 in Review

Wealth Architects sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2015, closing a stake of 4,610 shares — an estimated $274K sold.

Wealth Architects first reported a position in DHS in Q4 2014 and held it in 3 quarters. The position peaked at $294K in Q4 2014. 90 funds tracked by Wall St. Rank hold DHS as of Q3 2015.

  • Wealth Architects reported no remaining WisdomTree US High Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Wealth Architects sold 4,610 WisdomTree US High Dividend Fund shares in Q3 2015, an estimated $274K.
  • Wealth Architects first reported a position in WisdomTree US High Dividend Fund in Q4 2014 and held it in 3 quarters.
  • Wealth Architects's WisdomTree US High Dividend Fund position peaked at $294K in Q4 2014.
  • 90 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2015.

Based on Wealth Architects's 13F filing for Q3 2015, filed 10 Nov 2015.