M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-164
| Closed | -$13.5K | – | 573 |
|
|
2023
Q4 | $13.5K | Hold |
164
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $12.8K | Hold |
164
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $13K | Hold |
164
| – | – | ﹤0.01% | 359 |
|
|
2023
Q1 | $13.5K | Sell |
164
-304
| -65% | -$25K | ﹤0.01% | 344 |
|
|
2022
Q4 | $40.3K | Buy |
+468
| New | +$40.3K | 0.01% | 242 |
|