Capital Advisors Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $425K | Buy |
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