Whitener Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Whitener Capital Management’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	-608	Closed	-$41K	–	184
2018 Q1	$41K	Hold	608	–	–	0.03%	217
2017 Q4	$44K	Buy	+608	New	+$43.4K	0.04%	200

Other funds holding DHS

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.53B AUM 29.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Whitener Capital Management's DHS Position: Q2 2018 in Review

Whitener Capital Management sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2018, closing a stake of 608 shares — an estimated $41K sold.

Whitener Capital Management first reported a position in DHS in Q4 2017 and held it in 2 quarters. The position peaked at $44K in Q4 2017. 139 funds tracked by Wall St. Rank hold DHS as of Q2 2018.

Whitener Capital Management reported no remaining WisdomTree US High Dividend Fund position as of Q2 2018 after selling out during the quarter.
Whitener Capital Management sold 608 WisdomTree US High Dividend Fund shares in Q2 2018, an estimated $41K.
Whitener Capital Management first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and held it in 2 quarters.
Whitener Capital Management's WisdomTree US High Dividend Fund position peaked at $44K in Q4 2017.
139 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2018.

Based on Whitener Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.