DHK Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39,719
| Closed | -$3.1M | – | 69 |
|
|
2023
Q3 | $3.1M | Buy |
39,719
+408
| +1% | +$31.8K | 2.76% | 10 |
|
|
2023
Q2 | $3.13M | Buy |
39,311
+414
| +1% | +$32.9K | 2.66% | 10 |
|
|
2023
Q1 | $3.2M | Buy |
38,897
+392
| +1% | +$32.3K | 3.98% | 6 |
|
|
2022
Q4 | $3.31M | Buy |
38,505
+386
| +1% | +$33.2K | 4.61% | 6 |
|
|
2022
Q3 | $2.89M | Buy |
38,119
+408
| +1% | +$30.9K | 4.74% | 7 |
|
|
2022
Q2 | $3.1M | Buy |
37,711
+404
| +1% | +$33.2K | 2.97% | 10 |
|
|
2022
Q1 | $3.29M | Buy |
37,307
+119
| +0.3% | +$10.5K | 2.77% | 9 |
|
|
2021
Q4 | $3.07M | Buy |
+37,188
| New | +$3.07M | 2.89% | 8 |
|