Ruggie Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-902
| Closed | -$63K | – | 253 |
|
2018
Q2 | $63K | Hold |
902
| – | – | 0.03% | 165 |
|
2018
Q1 | $61K | Hold |
902
| – | – | 0.03% | 133 |
|
2017
Q4 | $66K | Hold |
902
| – | – | 0.04% | 126 |
|
2017
Q3 | $63K | Hold |
902
| – | – | 0.04% | 115 |
|
2017
Q2 | $62K | Hold |
902
| – | – | 0.04% | 122 |
|
2017
Q1 | $62K | Buy |
+902
| New | +$62K | 0.05% | 106 |
|
2016
Q4 | – | Sell |
-902
| Closed | -$60K | – | 153 |
|
2016
Q3 | $60K | Buy |
+902
| New | +$60K | 0.05% | 79 |
|