Institute for Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,073
| Closed | -$236K | – | 428 |
|
|
2019
Q4 | $236K | Hold |
3,073
| – | – | 0.05% | 394 |
|
|
2019
Q3 | $229K | Hold |
3,073
| – | – | 0.06% | 375 |
|
|
2019
Q2 | $224K | Buy |
3,073
+185
| +6% | +$13.5K | 0.05% | 408 |
|
|
2019
Q1 | $210K | Buy |
+2,888
| New | +$210K | 0.05% | 407 |
|
|
2018
Q1 | – | Sell |
-12,317
| Closed | -$899K | – | 286 |
|
|
2017
Q4 | $899K | Buy |
+12,317
| New | +$899K | 0.21% | 147 |
|