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

WealthPLAN 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
2018 Q2	–	Sell	-2,960	Closed	-$201K	–	265
2018 Q1	$201K	Buy	+2,960	New	+$210K	0.04%	252
2016 Q3	$52.3K	Hold	800	–	–	0.02%	325
2016 Q2	$53.4K	Buy	+800	New	+$51.2K	0.01%	885
2015 Q4	$47.4K	Buy	+2,400	New	+$142K	0.01%	640

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's DHS Position: Q2 2018 in Review

WealthPLAN Partners sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2018, closing a stake of 2,960 shares — an estimated $201K sold.

WealthPLAN Partners first reported a position in DHS in Q4 2015 and held it in 4 quarters. The position peaked at $201K in Q1 2018. 139 funds tracked by Wall St. Rank hold DHS as of Q2 2018.

WealthPLAN Partners reported no remaining WisdomTree US High Dividend Fund position as of Q2 2018 after selling out during the quarter.
WealthPLAN Partners sold 2,960 WisdomTree US High Dividend Fund shares in Q2 2018, an estimated $201K.
WealthPLAN Partners first reported a position in WisdomTree US High Dividend Fund in Q4 2015 and held it in 4 quarters.
WealthPLAN Partners's WisdomTree US High Dividend Fund position peaked at $201K in Q1 2018.
139 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2018.

Based on WealthPLAN Partners's 13F filing for Q2 2018, filed 16 Aug 2018.