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Clearstead Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Clearstead Advisors’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$111K Hold
1,159
– – ﹤0.01% 1033
2025
Q1 		$115K Hold
1,159
– – ﹤0.01% 954
2024
Q4 		$108K Hold
1,159
– – ﹤0.01% 1006
2024
Q3 		$109K Hold
1,159
– – ﹤0.01% 1007
2024
Q2 		$98K Buy
+1,159
New +$98K ﹤0.01% 1004