Wealthcare Advisory Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wealthcare Advisory Partners’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	-1,379	Closed	-$105K	–	852
2021 Q1	$105K	Buy	+1,379	New	+$99.5K	0.01%	650
2020 Q2	–	Sell	-1,581	Closed	-$89K	–	552
2020 Q1	$89K	Buy	1,581 +111	+8%	+$7.77K	0.01%	394
2019 Q4	$113K	Buy	1,470 +18	+1%	+$1.36K	0.01%	378
2019 Q3	$108K	Buy	1,452 +14	+1%	+$1.02K	0.02%	366
2019 Q2	$105K	Buy	1,438 +14	+1%	+$1.01K	0.02%	368
2019 Q1	$103K	Buy	1,424 +10	+0.7%	+$704	0.02%	330
2018 Q4	$92K	Buy	1,414 +13	+0.9%	+$905	0.02%	320
2018 Q3	$101K	Buy	1,401 +15	+1%	+$1.08K	0.02%	336
2018 Q2	$97K	Buy	1,386 +10	+0.7%	+$691	0.02%	330
2018 Q1	$94K	Buy	1,376 +11	+0.8%	+$780	0.02%	287
2017 Q4	$99K	Buy	1,365 +11	+0.8%	+$786	0.03%	256
2017 Q3	$95K	Buy	+1,354	New	+$93.2K	0.03%	220

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

Wealthcare Advisory Partners's DHS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2021, closing a stake of 1,379 shares — an estimated $105K sold.

Wealthcare Advisory Partners first reported a position in DHS in Q3 2017 and held it in 12 quarters. The position peaked at $113K in Q4 2019. 155 funds tracked by Wall St. Rank hold DHS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining WisdomTree US High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,379 WisdomTree US High Dividend Fund shares in Q2 2021, an estimated $105K.
Wealthcare Advisory Partners first reported a position in WisdomTree US High Dividend Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's WisdomTree US High Dividend Fund position peaked at $113K in Q4 2019.
155 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.