Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,379
| Closed | -$105K | – | 852 |
|
|
2021
Q1 | $105K | Buy |
+1,379
| New | +$105K | 0.01% | 650 |
|
|
2020
Q2 | – | Sell |
-1,581
| Closed | -$89K | – | 552 |
|
|
2020
Q1 | $89K | Buy |
1,581
+111
| +8% | +$6.25K | 0.01% | 394 |
|
|
2019
Q4 | $113K | Buy |
1,470
+18
| +1% | +$1.38K | 0.01% | 378 |
|
|
2019
Q3 | $108K | Buy |
1,452
+14
| +1% | +$1.04K | 0.02% | 366 |
|
|
2019
Q2 | $105K | Buy |
1,438
+14
| +1% | +$1.02K | 0.02% | 368 |
|
|
2019
Q1 | $103K | Buy |
1,424
+10
| +0.7% | +$723 | 0.02% | 330 |
|
|
2018
Q4 | $92K | Buy |
1,414
+13
| +0.9% | +$846 | 0.02% | 320 |
|
|
2018
Q3 | $101K | Buy |
1,401
+15
| +1% | +$1.08K | 0.02% | 336 |
|
|
2018
Q2 | $97K | Buy |
1,386
+10
| +0.7% | +$700 | 0.02% | 330 |
|
|
2018
Q1 | $94K | Buy |
1,376
+11
| +0.8% | +$751 | 0.02% | 287 |
|
|
2017
Q4 | $99K | Buy |
1,365
+11
| +0.8% | +$798 | 0.03% | 256 |
|
|
2017
Q3 | $95K | Buy |
+1,354
| New | +$95K | 0.03% | 220 |
|