LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,103
| Closed | -$74K | – | 37 |
|
|
2016
Q2 | $74K | Hold |
1,103
| – | – | 0.06% | 26 |
|
|
2016
Q1 | $70K | Buy |
+1,103
| New | +$70K | 0.06% | 29 |
|
|
2014
Q3 | $222K | Hold |
3,751
| – | – | 0.3% | 12 |
|
|
2014
Q2 | $223K | Sell |
3,751
-670
| -15% | -$39.8K | 0.4% | 12 |
|
|
2014
Q1 | $250K | Hold |
4,421
| – | – | 0.3% | 13 |
|
|
2013
Q4 | $244K | Sell |
4,421
-515
| -10% | -$28.4K | 0.3% | 11 |
|
|
2013
Q3 | $256K | Sell |
4,936
-4,862
| -50% | -$252K | 0.31% | 10 |
|
|
2013
Q2 | $507K | Buy |
+9,798
| New | +$507K | 0.57% | 12 |
|