KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $471K | Hold |
7,940
| – | – | 0.07% | 279 |
|
|
2014
Q2 | $472K | Sell |
7,940
-400
| -5% | -$23.8K | 0.07% | 288 |
|
|
2014
Q1 | $472K | Hold |
8,340
| – | – | 0.07% | 269 |
|
|
2013
Q4 | $460K | Buy |
8,340
+150
| +2% | +$8.27K | 0.08% | 287 |
|
|
2013
Q3 | $425K | Hold |
8,190
| – | – | 0.1% | 224 |
|
|
2013
Q2 | $423K | Buy |
+8,190
| New | +$423K | 0.12% | 211 |
|