BOK Financial Private Wealth’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
Q3 | $108K | Sell |
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|
2025
Q2 | $113K | Buy |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $99.7K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $90.3K | Hold |
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|
2024
Q1 | $92.5K | Hold |
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|
2023
Q4 | $87.7K | Hold |
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|
2023
Q3 | $83.3K | Sell |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $148K | Hold |
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|
2022
Q4 | $155K | Hold |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $836K | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $2.4M | Sell |
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|
2019
Q4 | $4.79M | Buy |
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