Brinker Capital Investments’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
Q2 | $2.3M | Buy |
24,011
+5,165
| +27% | +$496K | 0.02% | 710 |
|
|
2025
Q1 | $1.87M | Sell |
18,846
-14,551
| -44% | -$1.44M | 0.02% | 742 |
|
|
2024
Q4 | $3.12M | Buy |
33,397
+1,838
| +6% | +$172K | 0.03% | 492 |
|
|
2024
Q3 | $2.96M | Buy |
31,559
+2,996
| +10% | +$281K | 0.03% | 513 |
|
|
2024
Q2 | $2.42M | Buy |
28,563
+1,757
| +7% | +$149K | 0.03% | 562 |
|
|
2024
Q1 | $2.32M | Sell |
26,806
-498
| -2% | -$43.2K | 0.02% | 594 |
|
|
2023
Q4 | $2.27M | Buy |
27,304
+2,291
| +9% | +$190K | 0.03% | 567 |
|
|
2023
Q3 | $1.95M | Buy |
25,013
+20,424
| +445% | +$1.59M | 0.02% | 618 |
|
|
2023
Q2 | $365K | Buy |
4,589
+1,076
| +31% | +$85.6K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $289K | Buy |
+3,513
| New | +$289K | ﹤0.01% | 1358 |
|