Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9K | Buy |
374
+4
| +1% | +$384 | ﹤0.01% | 1089 |
|
|
2025
Q1 | $36.7K | Buy |
370
+2
| +0.5% | +$198 | ﹤0.01% | 1009 |
|
|
2024
Q4 | $34.3K | Sell |
368
-1,178
| -76% | -$110K | ﹤0.01% | 976 |
|
|
2024
Q3 | $145K | Sell |
1,546
-777
| -33% | -$72.9K | 0.01% | 599 |
|
|
2024
Q2 | $196K | Buy |
2,323
+7
| +0.3% | +$592 | 0.02% | 479 |
|
|
2024
Q1 | $201K | Sell |
2,316
-122
| -5% | -$10.6K | 0.02% | 470 |
|
|
2023
Q4 | $200K | Sell |
2,438
-9,092
| -79% | -$747K | 0.02% | 468 |
|
|
2023
Q3 | $900K | Sell |
11,530
-2,022
| -15% | -$158K | 0.08% | 221 |
|
|
2023
Q2 | $1.08M | Sell |
13,552
-2,448
| -15% | -$195K | 0.09% | 205 |
|
|
2023
Q1 | $1.32M | Buy |
16,000
+467
| +3% | +$38.4K | 0.12% | 180 |
|
|
2022
Q4 | $1.34M | Buy |
15,533
+502
| +3% | +$43.2K | 0.13% | 168 |
|
|
2022
Q3 | $1.14M | Sell |
15,031
-1,764
| -11% | -$134K | 0.11% | 187 |
|
|
2022
Q2 | $1.38M | Buy |
16,795
+12,651
| +305% | +$1.04M | 0.14% | 171 |
|
|
2022
Q1 | $365K | Buy |
+4,144
| New | +$365K | 0.02% | 428 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1732 |
|
|
2020
Q2 | $1K | Sell |
20
-1,698
| -99% | -$84.9K | ﹤0.01% | 1644 |
|
|
2020
Q1 | $97K | Sell |
1,718
-928
| -35% | -$52.4K | 0.01% | 621 |
|
|
2019
Q4 | $203K | Sell |
2,646
-775
| -23% | -$59.5K | 0.02% | 499 |
|
|
2019
Q3 | $255K | Sell |
3,421
-1,231
| -26% | -$91.8K | 0.02% | 447 |
|
|
2019
Q2 | $339K | Sell |
4,652
-1,741
| -27% | -$127K | 0.04% | 371 |
|
|
2019
Q1 | $463K | Sell |
6,393
-2,327
| -27% | -$169K | 0.06% | 285 |
|
|
2018
Q4 | $568K | Sell |
8,720
-1,541
| -15% | -$100K | 0.08% | 227 |
|
|
2018
Q3 | $740K | Sell |
10,261
-595
| -5% | -$42.9K | 0.09% | 208 |
|
|
2018
Q2 | $759K | Buy |
10,856
+280
| +3% | +$19.6K | 0.1% | 177 |
|
|
2018
Q1 | $720K | Sell |
10,576
-957
| -8% | -$65.2K | 0.1% | 183 |
|
|
2017
Q4 | $840K | Buy |
+11,533
| New | +$840K | 0.13% | 146 |
|