Bordeaux Wealth Advisors’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 Q1	–	Sell	-6,346	Closed	-$592K	–	160
2024 Q4	$592K	Buy	6,346 +62	+1%	+$5.79K	0.1%	77
2024 Q3	$589K	Buy	6,284 +58	+0.9%	+$5.44K	0.11%	78
2024 Q2	$527K	Buy	+6,226	New	+$527K	0.1%	78