Fusion Family Wealth’s WisdomTree International High Dividend Fund DTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,449
| Closed | -$270K | – | 44 |
|
|
2023
Q3 | $270K | Hold |
7,449
| – | – | 0.03% | 35 |
|
|
2023
Q2 | $275K | Hold |
7,449
| – | – | 0.03% | 37 |
|
|
2023
Q1 | $280K | Buy |
7,449
+91
| +1% | +$3.43K | 0.04% | 32 |
|
|
2022
Q4 | $264K | Buy |
+7,358
| New | +$264K | 0.04% | 32 |
|
|
2022
Q3 | – | Sell |
-6,558
| Closed | -$227K | – | 39 |
|
|
2022
Q2 | $227K | Buy |
+6,558
| New | +$227K | 0.03% | 34 |
|