Aptus Capital Advisors’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 | $116K | Sell |
1,210
-140
| -10% | -$13.4K | ﹤0.01% | 1041 |
|
2025
Q1 | $134K | Buy |
+1,350
| New | +$134K | ﹤0.01% | 959 |
|
2024
Q2 | – | Sell |
-126
| Closed | -$10.9K | – | 1179 |
|
2024
Q1 | $10.9K | Buy |
126
+1
| +0.8% | +$87 | ﹤0.01% | 1018 |
|
2023
Q4 | $10.3K | Buy |
+125
| New | +$10.3K | ﹤0.01% | 790 |
|
2023
Q2 | – | Sell |
-121
| Closed | -$9.93K | – | 798 |
|
2023
Q1 | $9.93K | Buy |
121
+2
| +2% | +$164 | ﹤0.01% | 679 |
|
2022
Q4 | $10.2K | Buy |
119
+1
| +0.8% | +$86 | ﹤0.01% | 696 |
|
2022
Q3 | $9K | Buy |
118
+1
| +0.9% | +$76 | ﹤0.01% | 664 |
|
2022
Q2 | $10K | Buy |
117
+1
| +0.9% | +$85 | ﹤0.01% | 562 |
|
2022
Q1 | $10K | Buy |
+116
| New | +$10K | ﹤0.01% | 595 |
|