Investors Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,422
| Closed | -$282K | – | 49 |
|
2021
Q4 | $282K | Hold |
3,422
| – | – | 0.13% | 164 |
|
2021
Q3 | $263K | Buy |
3,422
+37
| +1% | +$2.84K | 0.14% | 162 |
|
2021
Q2 | $265K | Hold |
3,385
| – | – | 0.14% | 166 |
|
2021
Q1 | $258K | Hold |
3,385
| – | – | 0.15% | 149 |
|
2020
Q4 | $235K | Hold |
3,385
| – | – | 0.16% | 146 |
|
2020
Q3 | $212K | Buy |
+3,385
| New | +$212K | 0.16% | 137 |
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$246K | – | 130 |
|
2019
Q4 | $246K | Buy |
+3,200
| New | +$246K | 0.2% | 109 |
|