Avior Wealth Management’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 | $470K | Sell |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $477K | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $151K | Sell |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $139K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $151K | Hold |
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $143K | Sell |
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|
2021
Q1 | $140K | Buy |
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|
2020
Q4 | $127K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $114K | Hold |
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|
2020
Q1 | $103K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Buy |
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