AWS
Aris Wealth Services’s WisdomTree International High Dividend Fund DTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $598K | Sell |
15,986
-2,589
| -14% | -$96.8K | 1.25% | 24 |
|
|
2015
Q2 | $784K | Sell |
18,575
-306
| -2% | -$12.9K | 0.72% | 49 |
|
|
2015
Q1 | $816K | Sell |
18,881
-1,438
| -7% | -$62.1K | 0.76% | 40 |
|
|
2014
Q4 | $860K | Sell |
20,319
-532
| -3% | -$22.5K | 0.96% | 28 |
|
|
2014
Q3 | $948K | Sell |
20,851
-1,932
| -8% | -$87.8K | 1.18% | 17 |
|
|
2014
Q2 | $1.12M | Sell |
22,783
-1,078
| -5% | -$52.9K | 1.46% | 11 |
|
|
2014
Q1 | $1.14M | Buy |
+23,861
| New | +$1.14M | 1.67% | 11 |
|