Well Done LLC’s WisdomTree US High Dividend Fund DHS Stock Holding History

Well Done LLC’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 Q1	–	Sell	-90	Closed	-$6K	–	270
2018 Q4	$6K	Buy	+90	New	+$6.26K	﹤0.01%	548
2018 Q2	–	Sell	-1,553	Closed	-$106K	–	219
2018 Q1	$106K	Buy	+1,553	New	+$110K	0.03%	159

Other funds holding DHS

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

EAM

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

Well Done LLC's DHS Position: Q1 2019 in Review

Well Done LLC sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2019, closing a stake of 90 shares — an estimated $6K sold.

Well Done LLC first reported a position in DHS in Q1 2018 and held it in 2 quarters. The position peaked at $106K in Q1 2018. 147 funds tracked by Wall St. Rank hold DHS as of Q1 2019.

Well Done LLC reported no remaining WisdomTree US High Dividend Fund position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 90 WisdomTree US High Dividend Fund shares in Q1 2019, an estimated $6K.
Well Done LLC first reported a position in WisdomTree US High Dividend Fund in Q1 2018 and held it in 2 quarters.
Well Done LLC's WisdomTree US High Dividend Fund position peaked at $106K in Q1 2018.
147 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.