LWM
Ledge Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.04M | Buy |
61,342
+155
| +0.3% | +$12.7K | 1.96% | 13 |
|
|
2023
Q3 | $4.78M | Sell |
61,187
-55
| -0.1% | -$4.29K | 2.14% | 12 |
|
|
2023
Q2 | $4.87M | Sell |
61,242
-2,008
| -3% | -$160K | 2.33% | 13 |
|
|
2023
Q1 | $5.2M | Sell |
63,250
-7,898
| -11% | -$650K | 2.47% | 12 |
|
|
2022
Q4 | $6.12M | Buy |
+71,148
| New | +$6.12M | 2.79% | 12 |
|
|
2022
Q3 | – | Sell |
-119,252
| Closed | -$9.81M | – | 66 |
|
|
2022
Q2 | $9.81M | Buy |
119,252
+15,856
| +15% | +$1.3M | 6.03% | 3 |
|
|
2022
Q1 | $9.11M | Buy |
+103,396
| New | +$9.11M | 5.66% | 5 |
|