Apollon 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 | $239K | Sell |
2,494
-198
| -7% | -$19K | ﹤0.01% | 1101 |
|
2025
Q1 | $267K | Sell |
2,692
-147
| -5% | -$14.6K | 0.01% | 996 |
|
2024
Q4 | $265K | Buy |
2,839
+6
| +0.2% | +$560 | 0.01% | 991 |
|
2024
Q3 | $266K | Buy |
2,833
+6
| +0.2% | +$563 | 0.01% | 950 |
|
2024
Q2 | $239K | Sell |
2,827
-183
| -6% | -$15.5K | 0.01% | 940 |
|
2024
Q1 | $261K | Buy |
3,010
+155
| +5% | +$13.4K | 0.01% | 921 |
|
2023
Q4 | $235K | Buy |
2,855
+9
| +0.3% | +$740 | 0.01% | 936 |
|
2023
Q3 | $222K | Buy |
2,846
+9
| +0.3% | +$703 | 0.01% | 794 |
|
2023
Q2 | $226K | Buy |
2,837
+10
| +0.4% | +$796 | 0.01% | 824 |
|
2023
Q1 | $233K | Buy |
2,827
+9
| +0.3% | +$741 | 0.01% | 753 |
|
2022
Q4 | $243K | Buy |
2,818
+8
| +0.3% | +$689 | 0.02% | 728 |
|
2022
Q3 | $213K | Buy |
2,810
+10
| +0.4% | +$758 | 0.02% | 708 |
|
2022
Q2 | $230K | Sell |
2,800
-99
| -3% | -$8.13K | 0.02% | 643 |
|
2022
Q1 | $255K | Buy |
2,899
+58
| +2% | +$5.1K | 0.02% | 625 |
|
2021
Q4 | $234K | Buy |
+2,841
| New | +$234K | 0.02% | 654 |
|