CBIZ Investment Advisory Services’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 | $16K | Hold |
167
| – | – | ﹤0.01% | 289 |
|
|
2025
Q1 | $16.6K | Hold |
167
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $15.6K | Hold |
167
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $15.7K | Hold |
167
| – | – | ﹤0.01% | 228 |
|
|
2024
Q2 | $14.1K | Hold |
167
| – | – | ﹤0.01% | 216 |
|
|
2024
Q1 | $14.5K | Buy |
+167
| New | +$14.5K | ﹤0.01% | 226 |
|
|
2021
Q4 | – | Hold |
0
| – | -$13K | – | 43 |
|
|
2021
Q3 | – | Hold |
0
| – | -$13K | – | 79 |
|
|
2021
Q2 | – | Hold |
0
| – | -$13K | – | 82 |
|
|
2021
Q1 | – | Hold |
0
| – | -$12K | – | 73 |
|
|
2020
Q4 | – | Hold |
0
| – | -$10K | – | 85 |
|
|
2020
Q3 | – | Hold |
0
| – | -$10K | – | 88 |
|
|
2020
Q2 | – | Hold |
0
| – | -$9K | – | 96 |
|
|
2020
Q1 | – | Hold |
0
| – | -$13K | – | 145 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 119 |
|