Avantax Advisory Services’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 | $395K | Buy |
4,111
+242
| +6% | +$23.2K | ﹤0.01% | 1727 |
|
|
2025
Q1 | $384K | Buy |
3,869
+99
| +3% | +$9.82K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $352K | Sell |
3,770
-18
| -0.5% | -$1.68K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $355K | Buy |
3,788
+79
| +2% | +$7.41K | ﹤0.01% | 1638 |
|
|
2024
Q2 | $314K | Buy |
3,709
+1,386
| +60% | +$117K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $201K | Buy |
+2,323
| New | +$201K | ﹤0.01% | 1539 |
|
|
2020
Q4 | – | Sell |
-19,748
| Closed | -$1.24M | – | 1029 |
|
|
2020
Q3 | $1.24M | Buy |
+19,748
| New | +$1.24M | 0.02% | 481 |
|