Mark Sheptoff Financial Planning’s WisdomTree US High Dividend Fund DHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-300	Closed	-$19K	–	337
2020 Q2	$19K	Hold	300	–	–	0.01%	200
2020 Q1	$17K	Hold	300	–	–	0.01%	186
2019 Q4	$23K	Hold	300	–	–	0.01%	203
2019 Q3	$22K	Hold	300	–	–	0.01%	201
2019 Q2	$22K	Hold	300	–	–	0.02%	207
2019 Q1	$22K	Hold	300	–	–	0.02%	204
2018 Q4	$20K	Hold	300	–	–	0.02%	192
2018 Q3	$22K	Hold	300	–	–	0.02%	229
2018 Q2	$21K	Hold	300	–	–	0.02%	221
2018 Q1	$20K	Hold	300	–	–	0.01%	233
2017 Q4	$22K	Hold	300	–	–	0.01%	230
2017 Q3	$21K	Sell	300 -49	-14%	-$3.37K	0.01%	233
2017 Q2	$24K	Sell	349 -1	-0.3%	-$68	0.02%	216
2017 Q1	$24K	Buy	350 +1	+0.3%	+$68	0.02%	218
2016 Q4	$23K	Hold	349	–	–	0.02%	209
2016 Q3	$23K	Buy	349 +49	+16%	+$3.29K	0.02%	209
2016 Q2	$20K	Hold	300	–	–	0.01%	204
2016 Q1	$19K	Hold	300	–	–	0.02%	210
2015 Q4	$18K	Buy	+300	New	+$17.7K	0.01%	227