Avant Capital’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 | $235K | Sell |
2,450
-80
| -3% | -$7.68K | 0.18% | 62 |
|
|
2025
Q1 | $251K | Buy |
2,530
+4
| +0.2% | +$397 | 0.21% | 54 |
|
|
2024
Q4 | $236K | Buy |
+2,526
| New | +$236K | 0.2% | 58 |
|
|
2023
Q3 | $233K | Buy |
2,985
+7
| +0.2% | +$546 | 0.27% | 49 |
|
|
2023
Q2 | $237K | Sell |
2,978
-151
| -5% | -$12K | 0.26% | 49 |
|
|
2023
Q1 | $257K | Sell |
3,129
-82
| -3% | -$6.75K | 0.3% | 51 |
|
|
2022
Q4 | $276K | Sell |
3,211
-375
| -10% | -$32.3K | 0.34% | 49 |
|
|
2022
Q3 | $272K | Sell |
3,586
-369
| -9% | -$28K | 0.37% | 44 |
|
|
2022
Q2 | $325K | Buy |
3,955
+406
| +11% | +$33.4K | 0.42% | 44 |
|
|
2022
Q1 | $313K | Buy |
3,549
+5
| +0.1% | +$441 | 0.35% | 44 |
|
|
2021
Q4 | $293K | Buy |
+3,544
| New | +$293K | 0.32% | 46 |
|