Baldwin 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
2024
Q4
Sell
-520
Closed -$48.8K 437
2024
Q3
$48.8K Buy
+520
New +$48.8K ﹤0.01% 557
2018
Q1
Sell
-215
Closed -$16K 490
2017
Q4
$16K Buy
+215
New +$16K ﹤0.01% 395