BFP
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Briaud Financial Planning’s WisdomTree US High Dividend Fund DHS Stock Holding History

Briaud Financial Planning’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,100
Closed -$264K – 27
2022
Q3 		$264K Hold
3,100
– – 0.23% 23
2022
Q2 		$255K Buy
+3,100
New +$255K 0.17% 20