Caldwell Trust’s WisdomTree US High Dividend Fund DHS Stock Holding History

Caldwell Trust’s Portfolio DHS Stock Details DHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.4K	Hold	150
2025 Q1	$14.9K	Hold	150
2024 Q4	$14K	Buy	+150