AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$1.88K | – | 2172 |
|
|
2025
Q1 | $1.88K | Buy |
19
+3
| +19% | +$297 | ﹤0.01% | 2038 |
|
|
2024
Q4 | $1.49K | Buy |
+16
| New | +$1.49K | ﹤0.01% | 2015 |
|
|
2022
Q3 | – | Sell |
-26,585
| Closed | -$2.19M | – | 1771 |
|
|
2022
Q2 | $2.19M | Sell |
26,585
-495
| -2% | -$40.7K | 0.02% | 637 |
|
|
2022
Q1 | $2.39M | Buy |
27,080
+8,149
| +43% | +$718K | 0.02% | 655 |
|
|
2021
Q4 | $1.56M | Buy |
18,931
+163
| +0.9% | +$13.5K | 0.01% | 776 |
|
|
2021
Q3 | $1.45M | Buy |
18,768
+2,190
| +13% | +$169K | 0.01% | 755 |
|
|
2021
Q2 | $1.3M | Buy |
16,578
+3,000
| +22% | +$235K | 0.01% | 749 |
|
|
2021
Q1 | $1.04M | Buy |
13,578
+6,473
| +91% | +$494K | 0.01% | 750 |
|
|
2020
Q4 | $493K | Buy |
7,105
+1,345
| +23% | +$93.3K | 0.01% | 965 |
|
|
2020
Q3 | $360K | Buy |
5,760
+453
| +9% | +$28.3K | 0.01% | 974 |
|
|
2020
Q2 | $331K | Buy |
+5,307
| New | +$331K | 0.01% | 991 |
|