Coldstream Capital 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
Q2 | $564K | Buy |
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|
2025
Q1 | $581K | Hold |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $516K | Hold |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $725K | Hold |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $687K | Buy |
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