Arete Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,429
| Closed | -$268K | – | 748 |
|
|
2023
Q3 | $268K | Sell |
3,429
-1,137
| -25% | -$88.8K | 0.05% | 370 |
|
|
2023
Q2 | $363K | Hold |
4,566
| – | – | 0.03% | 437 |
|
|
2023
Q1 | $376K | Hold |
4,566
| – | – | 0.03% | 411 |
|
|
2022
Q4 | $393M | Hold |
4,566
| – | – | 0.03% | 381 |
|
|
2022
Q3 | $346K | Buy |
+4,566
| New | +$346K | 0.03% | 371 |
|