APP
Avantax Planning Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
23,459
-521
| -2% | -$50K | 0.07% | 125 |
|
|
2025
Q1 | $2.38M | Sell |
23,980
-261
| -1% | -$25.9K | 0.08% | 121 |
|
|
2024
Q4 | $2.26M | Sell |
24,241
-1,734
| -7% | -$162K | 0.08% | 119 |
|
|
2024
Q3 | $2.44M | Sell |
25,975
-147
| -0.6% | -$13.8K | 0.09% | 119 |
|
|
2024
Q2 | $2.21M | Sell |
26,122
-3,932
| -13% | -$333K | 0.07% | 136 |
|
|
2024
Q1 | $2.6M | Sell |
30,054
-2,120
| -7% | -$184K | 0.08% | 131 |
|
|
2023
Q4 | $2.64M | Sell |
32,174
-3,989
| -11% | -$328K | 0.1% | 98 |
|
|
2023
Q3 | $2.82M | Sell |
36,163
-3,116
| -8% | -$243K | 0.12% | 87 |
|
|
2023
Q2 | $3.13M | Sell |
39,279
-245
| -0.6% | -$19.5K | 0.12% | 84 |
|
|
2023
Q1 | $3.25M | Buy |
39,524
+192
| +0.5% | +$15.8K | 0.13% | 80 |
|
|
2022
Q4 | $3.38M | Sell |
39,332
-704
| -2% | -$60.6K | 0.13% | 76 |
|
|
2022
Q3 | $3.04M | Sell |
40,036
-909
| -2% | -$68.9K | 0.14% | 78 |
|
|
2022
Q2 | $3.37M | Sell |
40,945
-932
| -2% | -$76.7K | 0.14% | 75 |
|
|
2022
Q1 | $3.69M | Sell |
41,877
-9,258
| -18% | -$816K | 0.15% | 73 |
|
|
2021
Q4 | $4.22M | Sell |
51,135
-766
| -1% | -$63.2K | 0.17% | 54 |
|
|
2021
Q3 | $4M | Sell |
51,901
-12,958
| -20% | -$997K | 0.18% | 46 |
|
|
2021
Q2 | $5.07M | Sell |
64,859
-481
| -0.7% | -$37.6K | 0.24% | 33 |
|
|
2021
Q1 | $4.99M | Sell |
65,340
-2,525
| -4% | -$193K | 0.26% | 31 |
|
|
2020
Q4 | $4.71M | Sell |
67,865
-14,477
| -18% | -$1M | 0.24% | 34 |
|
|
2020
Q3 | $5.15M | Sell |
82,342
-4,434
| -5% | -$277K | 0.27% | 32 |
|
|
2020
Q2 | $5.41M | Buy |
86,776
+666
| +0.8% | +$41.5K | 0.31% | 26 |
|
|
2020
Q1 | $4.87M | Sell |
86,110
-10,137
| -11% | -$574K | 0.34% | 20 |
|
|
2019
Q4 | $7.39M | Sell |
96,247
-25,732
| -21% | -$1.98M | 0.44% | 13 |
|
|
2019
Q3 | $9.08M | Sell |
121,979
-354
| -0.3% | -$26.4K | 0.56% | 12 |
|
|
2019
Q2 | $9.01M | Buy |
122,333
+3,000
| +3% | +$221K | 0.58% | 12 |
|
|
2019
Q1 | $8.65M | Buy |
119,333
+7,819
| +7% | +$567K | 0.6% | 13 |
|
|
2018
Q4 | $7.26M | Sell |
111,514
-2,221
| -2% | -$145K | 0.55% | 17 |
|
|
2018
Q3 | $8.21M | Buy |
113,735
+157
| +0.1% | +$11.3K | 0.66% | 11 |
|
|
2018
Q2 | $7.95M | Sell |
113,578
-10,519
| -8% | -$736K | 0.71% | 10 |
|
|
2018
Q1 | $8.45M | Sell |
124,097
-6,030
| -5% | -$411K | 0.73% | 10 |
|
|
2017
Q4 | $9.48M | Sell |
130,127
-55,213
| -30% | -$4.02M | 0.87% | 10 |
|
|
2017
Q3 | $13M | Sell |
185,340
-5,218
| -3% | -$365K | 1.02% | 11 |
|
|
2017
Q2 | $13M | Sell |
190,558
-14,236
| -7% | -$973K | 1.1% | 11 |
|
|
2017
Q1 | $14M | Sell |
204,794
-16,316
| -7% | -$1.12M | 1.25% | 10 |
|
|
2016
Q4 | $14.9M | Buy |
+221,110
| New | +$14.9M | 1.59% | 6 |
|