EWM
Empirical Wealth Management’s WisdomTree International High Dividend Fund DTH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,070
| Closed | -$202K | – | 483 |
|
2022
Q1 | $202K | Buy |
+5,070
| New | +$202K | 0.01% | 474 |
|
2021
Q3 | – | Sell |
-5,070
| Closed | -$201K | – | 458 |
|
2021
Q2 | $201K | Buy |
+5,070
| New | +$201K | 0.01% | 424 |
|
2020
Q1 | – | Sell |
-5,070
| Closed | -$213K | – | 323 |
|
2019
Q4 | $213K | Buy |
+5,070
| New | +$213K | 0.02% | 302 |
|
2019
Q3 | – | Sell |
-5,070
| Closed | -$205K | – | 284 |
|
2019
Q2 | $205K | Hold |
5,070
| – | – | 0.03% | 246 |
|
2019
Q1 | $204K | Buy |
+5,070
| New | +$204K | 0.03% | 226 |
|
2018
Q4 | – | Sell |
-5,070
| Closed | -$212K | – | 204 |
|
2018
Q3 | $212K | Hold |
5,070
| – | – | 0.04% | 202 |
|
2018
Q2 | $210K | Hold |
5,070
| – | – | 0.04% | 173 |
|
2018
Q1 | $221K | Hold |
5,070
| – | – | 0.04% | 157 |
|
2017
Q4 | $225K | Hold |
5,070
| – | – | 0.05% | 137 |
|
2017
Q3 | $222K | Hold |
5,070
| – | – | 0.05% | 129 |
|
2017
Q2 | $212K | Hold |
5,070
| – | – | 0.05% | 125 |
|
2017
Q1 | $206K | Buy |
+5,070
| New | +$206K | 0.05% | 126 |
|