Concert Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.39M | Buy |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.15M | Buy |
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|
2016
Q1 | $835K | Buy |
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|
2015
Q4 | $774K | Buy |
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|
2015
Q3 | $722K | Buy |
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|
2015
Q2 | $720K | Sell |
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|
2015
Q1 | $139K | Sell |
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|
2014
Q4 | $865K | Sell |
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|
2014
Q3 | $859K | Buy |
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|
2014
Q2 | $801K | Buy |
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|
2014
Q1 | $805K | Sell |
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|
2013
Q4 | $801K | Sell |
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|
2013
Q3 | $781K | Sell |
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|
2013
Q2 | $780K | Buy |
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