Edge 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
2025
Q2
$296K Buy
3,089
+31
+1% +$2.98K 0.16% 96
2025
Q1
$303K Buy
3,058
+20
+0.7% +$1.98K 0.19% 74
2024
Q4
$284K Buy
3,038
+30
+1% +$2.8K 0.25% 74
2024
Q3
$282K Buy
+3,008
New +$282K 0.25% 77
2024
Q1
$263K Buy
+3,034
New +$263K 0.23% 110