Integrated 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
2017
Q1
$406K Buy
5,937
+2
+0% +$137 0.14% 153
2016
Q4
$399K Buy
5,935
+693
+13% +$46.6K 0.15% 153
2016
Q3
$348K Buy
5,242
+377
+8% +$25K 0.12% 152
2016
Q2
$325K Buy
+4,865
New +$325K 0.13% 156