Axis Wealth Partners’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
$1.23M Sell
13,808
-765
-5% -$68.3K 0.81% 35
2025
Q1
$1.32M Sell
14,573
-814
-5% -$73.9K 0.98% 27
2024
Q4
$1.35M Buy
+15,387
New +$1.35M 1.14% 22