Parallel Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-226
| Closed | -$17.7K | – | 3348 |
|
|
2023
Q3 | $17.7K | Sell |
226
-138
| -38% | -$10.8K | ﹤0.01% | 1909 |
|
|
2023
Q2 | $29K | Sell |
364
-223
| -38% | -$17.8K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $48.4K | Buy |
587
+181
| +45% | +$14.9K | ﹤0.01% | 1382 |
|
|
2022
Q4 | $35K | Buy |
406
+328
| +421% | +$28.3K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 2176 |
|
|
2018
Q2 | – | Sell |
-789
| Closed | -$54K | – | 2108 |
|
|
2018
Q1 | $54K | Hold |
789
| – | – | 0.01% | 657 |
|
|
2017
Q4 | $57K | Hold |
789
| – | – | 0.01% | 661 |
|
|
2017
Q3 | $56K | Hold |
789
| – | – | 0.01% | 639 |
|
|
2017
Q2 | $54K | Hold |
789
| – | – | 0.01% | 662 |
|
|
2017
Q1 | $54K | Hold |
789
| – | – | 0.01% | 629 |
|
|
2016
Q4 | $53K | Buy |
+789
| New | +$53K | 0.01% | 565 |
|