BAM
Bruderman Asset Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-660
| Closed | -$48K | – | 220 |
|
|
2019
Q1 | $48K | Hold |
660
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $43K | Hold |
660
| – | – | 0.01% | 257 |
|
|
2018
Q3 | $48K | Hold |
660
| – | – | 0.01% | 190 |
|
|
2018
Q2 | $46K | Hold |
660
| – | – | 0.01% | 203 |
|
|
2018
Q1 | $45K | Buy |
+660
| New | +$45K | 0.01% | 212 |
|
|
2017
Q3 | – | Sell |
-660
| Closed | -$45K | – | 169 |
|
|
2017
Q2 | $45K | Buy |
+660
| New | +$45K | 0.01% | 223 |
|
|
2017
Q1 | – | Sell |
-660
| Closed | -$44K | – | 169 |
|
|
2016
Q4 | $44K | Hold |
660
| – | – | 0.01% | 210 |
|
|
2016
Q3 | $44K | Hold |
660
| – | – | 0.01% | 211 |
|
|
2016
Q2 | $44K | Hold |
660
| – | – | 0.01% | 211 |
|
|
2016
Q1 | $42K | Hold |
660
| – | – | 0.01% | 205 |
|
|
2015
Q4 | $39K | Hold |
660
| – | – | 0.01% | 232 |
|
|
2015
Q3 | $37K | Hold |
660
| – | – | 0.01% | 235 |
|
|
2015
Q2 | $39K | Hold |
660
| – | – | 0.02% | 241 |
|
|
2015
Q1 | $40K | Buy |
+660
| New | +$40K | 0.02% | 234 |
|