BFA
Benedict Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,934
| Closed | -$201K | – | 105 |
|
|
2017
Q1 | $201K | Sell |
2,934
-60
| -2% | -$4.11K | 0.11% | 101 |
|
|
2016
Q4 | $201K | Buy |
+2,994
| New | +$201K | 0.12% | 99 |
|
|
2016
Q2 | – | Sell |
-3,685
| Closed | -$233K | – | 98 |
|
|
2016
Q1 | $233K | Buy |
3,685
+13
| +0.4% | +$822 | 0.14% | 90 |
|
|
2015
Q4 | $217K | Buy |
+3,672
| New | +$217K | 0.14% | 92 |
|
|
2015
Q3 | – | Sell |
-3,917
| Closed | -$234K | – | 94 |
|
|
2015
Q2 | $234K | Sell |
3,917
-64
| -2% | -$3.82K | 0.15% | 90 |
|
|
2015
Q1 | $245K | Buy |
3,981
+11
| +0.3% | +$677 | 0.16% | 91 |
|
|
2014
Q4 | $245K | Buy |
+3,970
| New | +$245K | 0.16% | 89 |
|