Beacon Pointe Advisors’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 | $465K | Hold |
4,845
| – | – | ﹤0.01% | 889 |
|
|
2025
Q1 | $480K | Buy |
4,845
+395
| +9% | +$39.2K | 0.01% | 847 |
|
|
2024
Q4 | $415K | Hold |
4,450
| – | – | ﹤0.01% | 881 |
|
|
2024
Q3 | $417K | Hold |
4,450
| – | – | ﹤0.01% | 901 |
|
|
2024
Q2 | $376K | Hold |
4,450
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $386K | Sell |
4,450
-92
| -2% | -$7.97K | ﹤0.01% | 998 |
|
|
2023
Q4 | $373K | Buy |
4,542
+44
| +1% | +$3.62K | ﹤0.01% | 983 |
|
|
2023
Q3 | $351K | Buy |
+4,498
| New | +$351K | ﹤0.01% | 990 |
|