Magnus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,729
| Closed | -$286K | – | 582 |
|
|
2019
Q4 | $286K | Buy |
3,729
+11
| +0.3% | +$844 | 0.04% | 319 |
|
|
2019
Q3 | $277K | Buy |
3,718
+11
| +0.3% | +$820 | 0.05% | 286 |
|
|
2019
Q2 | $270K | Buy |
3,707
+9
| +0.2% | +$656 | 0.05% | 305 |
|
|
2019
Q1 | $268K | Buy |
3,698
+4
| +0.1% | +$290 | 0.05% | 292 |
|
|
2018
Q4 | $241K | Buy |
+3,694
| New | +$241K | 0.06% | 273 |
|