Kiley Juergens 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
2018
Q4
Sell
-3,629
Closed -$261K 185
2018
Q3
$261K Buy
3,629
+1,456
+67% +$105K 0.19% 81
2018
Q2
$151K Buy
+2,173
New +$151K 0.13% 100
2018
Q1
Sell
-2,173
Closed -$158K 209
2017
Q4
$158K Buy
+2,173
New +$158K 0.14% 91