V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-12,053
| Closed | -$837K | – | 208 |
|
|
2017
Q3 | $837K | Sell |
12,053
-260
| -2% | -$18.1K | 0.42% | 57 |
|
|
2017
Q2 | $841K | Sell |
12,313
-109
| -0.9% | -$7.45K | 0.39% | 61 |
|
|
2017
Q1 | $849K | Sell |
12,422
-278
| -2% | -$19K | 0.52% | 58 |
|
|
2016
Q4 | $850K | Sell |
12,700
-235
| -2% | -$15.7K | 0.62% | 56 |
|
|
2016
Q3 | $864K | Buy |
12,935
+350
| +3% | +$23.4K | 0.7% | 48 |
|
|
2016
Q2 | $842K | Buy |
12,585
+137
| +1% | +$9.17K | 0.69% | 52 |
|
|
2016
Q1 | $790K | Buy |
+12,448
| New | +$790K | 0.63% | 52 |
|