New Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $781K | Hold |
10,000
| – | – | 2.13% | 13 |
|
|
2023
Q2 | $796K | Hold |
10,000
| – | – | 2.01% | 13 |
|
|
2023
Q1 | $823K | Hold |
10,000
| – | – | 2.34% | 12 |
|
|
2022
Q4 | $861K | Hold |
10,000
| – | – | 2.68% | 12 |
|
|
2022
Q3 | $758K | Hold |
10,000
| – | – | 1.95% | 14 |
|
|
2022
Q2 | $823K | Hold |
10,000
| – | – | 1.67% | 13 |
|
|
2022
Q1 | $881K | Hold |
10,000
| – | – | 0.33% | 14 |
|
|
2021
Q4 | $825K | Buy |
+10,000
| New | +$825K | 0.16% | 14 |
|