Institute for Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Institute for Wealth Management’s Portfolio DHS Stock Details DHS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Buy
2020 Q1	–	Sell
2019 Q4	$236K	Hold
2019 Q3	$229K	Hold
2019 Q2	$224K	Buy
2019 Q1	$210K	Buy
2018 Q1	–	Sell
2017 Q4	$899K	Buy