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Wealthspire Advisors (Maryland)’s WisdomTree US High Dividend Fund DHS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,000
Closed -$145K – 845
2019
Q1 		$145K Hold
2,000
– – 0.01% 526
2018
Q4 		$130K Buy
+2,000
New +$139K 0.01% 522

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
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

Wealthspire Advisors (Maryland)'s DHS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2019, closing a stake of 2,000 shares — an estimated $145K sold.

Wealthspire Advisors (Maryland) first reported a position in DHS in Q4 2018 and held it in 2 quarters. The position peaked at $145K in Q1 2019. 146 funds tracked by Wall St. Rank hold DHS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree US High Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,000 WisdomTree US High Dividend Fund shares in Q2 2019, an estimated $145K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree US High Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s WisdomTree US High Dividend Fund position peaked at $145K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.