Winslow Evans & Crocker’s WisdomTree US High Dividend Fund DHS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	1016
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	832
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	839
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	802
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	857
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	847
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	864
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	849
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	803
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	823
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	832
2018 Q1	$6.81K	Hold	100	–	–	﹤0.01%	862
2017 Q4	$7.28K	Hold	100	–	–	﹤0.01%	866
2017 Q3	$6.99K	Hold	100	–	–	﹤0.01%	878
2017 Q2	$6.83K	Hold	100	–	–	﹤0.01%	997
2017 Q1	$6.85K	Hold	100	–	–	﹤0.01%	971
2016 Q4	$6.73K	Hold	100	–	–	﹤0.01%	972
2016 Q3	$6.65K	Hold	100	–	–	﹤0.01%	998
2016 Q2	$6.67K	Hold	100	–	–	﹤0.01%	972
2016 Q1	$6.33K	Hold	100	–	–	﹤0.01%	974
2015 Q4	$5.91K	Hold	100	–	–	﹤0.01%	1030
2015 Q3	$5.56K	Buy	+100	New	+$5.8K	﹤0.01%	1011
2015 Q2	–	Sell	-250	Closed	-$15.2K	–	1316
2015 Q1	$15.2K	Hold	250	–	–	﹤0.01%	796
2014 Q4	$15.4K	Hold	250	–	–	﹤0.01%	795
2014 Q3	$14.8K	Buy	+250	New	+$14.9K	﹤0.01%	809

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMLI

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

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

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

Winslow Evans & Crocker's DHS Position: Q4 2020 in Review

Winslow Evans & Crocker held its WisdomTree US High Dividend Fund (DHS) position steady in Q4 2020 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Winslow Evans & Crocker first reported a position in DHS in Q3 2014 and has held it in 25 quarters since. The position peaked at $15.4K in Q4 2014. 148 funds tracked by Wall St. Rank hold DHS as of Q4 2020.

Winslow Evans & Crocker held 100 shares of WisdomTree US High Dividend Fund worth $7K as of Q4 2020.
Winslow Evans & Crocker left its WisdomTree US High Dividend Fund share count unchanged in Q4 2020.
WisdomTree US High Dividend Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1016 holding.
Winslow Evans & Crocker first reported a position in WisdomTree US High Dividend Fund in Q3 2014 and has held it in 25 quarters since.
Winslow Evans & Crocker's WisdomTree US High Dividend Fund position peaked at $15.4K in Q4 2014.
148 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.