AssuredPartners Investment 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	–	Sell	-11,593	Closed	-$1.15M	–	267
2025 Q1	$1.15M	Sell	11,593 -842	-7%	-$83.5K	0.22%	113
2024 Q4	$1.16M	Buy	+12,435	New	+$1.16M	0.23%	108