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WFG Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

WFG Advisors’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
2016
Q4 		– Sell
-585
Closed -$39K – 1586
2016
Q3 		$39K Sell
585
-845
-59% -$56.7K 0.01% 763
2016
Q2 		$95K Hold
1,430
– – 0.03% 507
2016
Q1 		$90K Sell
1,430
-1,059
-43% -$62.6K 0.03% 499
2015
Q4 		$147K Hold
2,489
– – 0.04% 369
2015
Q3 		$138K Sell
2,489
-730
-23% -$42.3K 0.04% 377
2015
Q2 		$191K Hold
3,219
– – 0.05% 358
2015
Q1 		$195K Sell
3,219
-940
-23% -$57.7K 0.05% 357
2014
Q4 		$256K Sell
4,159
-417
-9% -$25.3K 0.05% 364
2014
Q3 		$271K Buy
4,576
+1
+0% +$59 0.05% 375
2014
Q2 		$272K Buy
4,575
+881
+24% +$50.9K 0.05% 380
2014
Q1 		$209K Buy
3,694
+3,250
+732% +$178K 0.04% 418
2013
Q4 		$24K Buy
444
+4
+0.9% +$217 ﹤0.01% 1268
2013
Q3 		$23K Buy
440
+3
+0.7% +$158 ﹤0.01% 1217
2013
Q2 		$23K Buy
+437
New +$22.9K ﹤0.01% 1157

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WFG Advisors's DHS Position: Q4 2016 in Review

WFG Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2016, closing a stake of 585 shares — an estimated $39K sold.

WFG Advisors first reported a position in DHS in Q2 2013 and held it in 14 quarters. The position peaked at $272K in Q2 2014. 126 funds tracked by Wall St. Rank hold DHS as of Q4 2016.

  • WFG Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 585 WisdomTree US High Dividend Fund shares in Q4 2016, an estimated $39K.
  • WFG Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's WisdomTree US High Dividend Fund position peaked at $272K in Q2 2014.
  • 126 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.