WJ Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,859
| Closed | -$400K | – | 62 |
|
|
2023
Q1 | $400K | Sell |
4,859
-140,338
| -97% | -$11.5M | 0.27% | 39 |
|
|
2022
Q4 | $12.5M | Buy |
145,197
+5,341
| +4% | +$460K | 7.25% | 2 |
|
|
2022
Q3 | $10.6M | Buy |
139,856
+1,543
| +1% | +$117K | 6.65% | 4 |
|
|
2022
Q2 | $11.4M | Buy |
138,313
+54,668
| +65% | +$4.5M | 8.08% | 3 |
|
|
2022
Q1 | $7.37M | Buy |
+83,645
| New | +$7.37M | 4.9% | 9 |
|