AWA
Amplius Wealth Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
5,968
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $253K | Hold |
5,968
| – | – | 0.03% | 154 |
|
|
2024
Q4 | $225K | Hold |
5,968
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $247K | Sell |
5,968
-561
| -9% | -$23.2K | 0.03% | 150 |
|
|
2024
Q2 | $251K | Buy |
6,529
+561
| +9% | +$21.5K | 0.03% | 145 |
|
|
2024
Q1 | $237K | Sell |
5,968
-128
| -2% | -$5.07K | 0.03% | 154 |
|
|
2023
Q4 | $237K | Sell |
6,096
-6,412
| -51% | -$249K | 0.03% | 148 |
|
|
2023
Q3 | $453K | Buy |
12,508
+102
| +0.8% | +$3.69K | 0.06% | 98 |
|
|
2023
Q2 | $458K | Buy |
12,406
+93
| +0.8% | +$3.44K | 0.06% | 103 |
|
|
2023
Q1 | $464K | Buy |
12,313
+152
| +1% | +$5.72K | 0.07% | 102 |
|
|
2022
Q4 | $436K | Buy |
+12,161
| New | +$436K | 0.07% | 99 |
|