Weaver Consulting Group’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,390
| Closed | -$149K | – | 320 |
|
|
2020
Q3 | $149K | Sell |
2,390
-862
| -27% | -$53.7K | 0.09% | 149 |
|
|
2020
Q2 | $203K | Sell |
3,252
-71
| -2% | -$4.43K | 0.12% | 122 |
|
|
2020
Q1 | $188K | Sell |
3,323
-4,025
| -55% | -$228K | 0.12% | 111 |
|
|
2019
Q4 | $547K | Hold |
7,348
| – | – | 0.29% | 57 |
|
|
2019
Q3 | $542K | Hold |
7,348
| – | – | 0.29% | 55 |
|
|
2019
Q2 | $535K | Hold |
7,348
| – | – | 0.29% | 53 |
|
|
2019
Q1 | $527K | Buy |
+7,348
| New | +$527K | 0.15% | 110 |
|