Caldwell Sutter Capital’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 | $236K | Buy |
2,456
+390
| +19% | +$37.4K | 0.11% | 177 |
|
|
2025
Q1 | $205K | Buy |
2,066
+156
| +8% | +$15.5K | 0.1% | 193 |
|
|
2024
Q4 | $178K | Buy |
1,910
+220
| +13% | +$20.5K | 0.08% | 214 |
|
|
2024
Q3 | $159K | Buy |
1,690
+67
| +4% | +$6.29K | 0.07% | 229 |
|
|
2024
Q2 | $137K | Buy |
1,623
+562
| +53% | +$47.5K | 0.07% | 237 |
|
|
2024
Q1 | $91.9K | Buy |
1,061
+679
| +178% | +$58.8K | 0.04% | 283 |
|
|
2023
Q4 | $31.4K | Buy |
+382
| New | +$31.4K | 0.02% | 401 |
|