Avantax Planning Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
|
|||||
|
2025
Q1 | $2.38M | Sell |
|
|||||
|
2024
Q4 | $2.26M | Sell |
|
|||||
|
2024
Q3 | $2.44M | Sell |
|
|||||
|
2024
Q2 | $2.21M | Sell |
|
|||||
|
2024
Q1 | $2.6M | Sell |
|
|||||
|
2023
Q4 | $2.64M | Sell |
|
|||||
|
2023
Q3 | $2.82M | Sell |
|
|||||
|
2023
Q2 | $3.13M | Sell |
|
|||||
|
2023
Q1 | $3.25M | Buy |
|
|||||
|
2022
Q4 | $3.38M | Sell |
|
|||||
|
2022
Q3 | $3.04M | Sell |
|
|||||
|
2022
Q2 | $3.37M | Sell |
|
|||||
|
2022
Q1 | $3.69M | Sell |
|
|||||
|
2021
Q4 | $4.22M | Sell |
|
|||||
|
2021
Q3 | $4M | Sell |
|
|||||
|
2021
Q2 | $5.07M | Sell |
|
|||||
|
2021
Q1 | $4.99M | Sell |
|
|||||
|
2020
Q4 | $4.71M | Sell |
|
|||||
|
2020
Q3 | $5.15M | Sell |
|
|||||
|
2020
Q2 | $5.41M | Buy |
|
|||||
|
2020
Q1 | $4.87M | Sell |
|
|||||
|
2019
Q4 | $7.39M | Sell |
|
|||||
|
2019
Q3 | $9.08M | Sell |
|
|||||
|
2019
Q2 | $9.01M | Buy |
|
|||||
|
2019
Q1 | $8.65M | Buy |
|
|||||
|
2018
Q4 | $7.26M | Sell |
|
|||||
|
2018
Q3 | $8.21M | Buy |
|
|||||
|
2018
Q2 | $7.95M | Sell |
|
|||||
|
2018
Q1 | $8.45M | Sell |
|
|||||
|
2017
Q4 | $9.48M | Sell |
|
|||||
|
2017
Q3 | $13M | Sell |
|
|||||
|
2017
Q2 | $13M | Sell |
|
|||||
|
2017
Q1 | $14M | Sell |
|
|||||
|
2016
Q4 | $14.9M | Buy |
|