Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-270
| Closed | -$22K | – | 1013 |
|
|
2022
Q2 | $22K | Hold |
270
| – | – | ﹤0.01% | 1186 |
|
|
2022
Q1 | $24K | Buy |
+270
| New | +$24K | ﹤0.01% | 1659 |
|
|
2020
Q4 | – | Sell |
-270
| Closed | -$17K | – | 875 |
|
|
2020
Q3 | $17K | Buy |
+270
| New | +$17K | 0.01% | 939 |
|
|
2017
Q2 | – | Sell |
-5,317
| Closed | -$364K | – | 432 |
|
|
2017
Q1 | $364K | Sell |
5,317
-2,885
| -35% | -$198K | 0.07% | 237 |
|
|
2016
Q4 | $552K | Buy |
8,202
+3,105
| +61% | +$209K | 0.11% | 168 |
|
|
2016
Q3 | $339K | Sell |
5,097
-580
| -10% | -$38.6K | 0.07% | 237 |
|
|
2016
Q2 | $379K | Buy |
5,677
+780
| +16% | +$52.1K | 0.08% | 214 |
|
|
2016
Q1 | $310K | Buy |
+4,897
| New | +$310K | 0.07% | 211 |
|