CoreCap Advisors’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 | $105K | Buy |
1,096
+191
| +21% | +$18.3K | ﹤0.01% | 963 |
|
2025
Q1 | $89.7K | Hold |
905
| – | – | ﹤0.01% | 947 |
|
2024
Q4 | $84.5K | Sell |
905
-172
| -16% | -$16.1K | ﹤0.01% | 987 |
|
2024
Q3 | $101K | Hold |
1,077
| – | – | ﹤0.01% | 906 |
|
2024
Q2 | $91.1K | Hold |
1,077
| – | – | 0.01% | 528 |
|
2024
Q1 | $93.3K | Buy |
+1,077
| New | +$93.3K | ﹤0.01% | 867 |
|