Efficient Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,871
| Closed | -$269K | – | 67 |
|
|
2024
Q3 | $269K | Sell |
2,871
-78
| -3% | -$7.03K | 0.02% | 63 |
|
|
2024
Q2 | $249K | Sell |
2,949
-119
| -4% | -$10.1K | 0.02% | 63 |
|
|
2024
Q1 | $266K | Sell |
3,068
-97
| -3% | -$7.99K | 0.02% | 66 |
|
|
2023
Q4 | $260K | Buy |
3,165
+56
| +2% | +$4.38K | 0.02% | 65 |
|
|
2023
Q3 | $243K | Sell |
3,109
-80
| -3% | -$6.44K | 0.02% | 65 |
|
|
2023
Q2 | $254K | Buy |
3,189
+125
| +4% | +$10K | 0.02% | 69 |
|
|
2023
Q1 | $252K | Sell |
3,064
-30
| -1% | -$2.56K | 0.02% | 68 |
|
|
2022
Q4 | $266K | Sell |
3,094
-270
| -8% | -$22.9K | 0.03% | 59 |
|
|
2022
Q3 | $255K | Sell |
3,364
-177
| -5% | -$14.7K | 0.02% | 59 |
|
|
2022
Q2 | $291K | Sell |
3,541
-275
| -7% | -$24K | 0.02% | 53 |
|
|
2022
Q1 | $336K | Sell |
3,816
-288
| -7% | -$24.6K | 0.03% | 52 |
|
|
2021
Q4 | $339K | Sell |
4,104
-219
| -5% | -$17.4K | 0.02% | 56 |
|
|
2021
Q3 | $333K | Sell |
4,323
-224
| -5% | -$17.7K | 0.03% | 56 |
|
|
2021
Q2 | $356K | Sell |
4,547
-262
| -5% | -$20.7K | 0.04% | 57 |
|
|
2021
Q1 | $367K | Sell |
4,809
-3,065
| -39% | -$221K | 0.05% | 57 |
|
|
2020
Q4 | $546K | Sell |
7,874
-1,430
| -15% | -$95.4K | 0.08% | 56 |
|
|
2020
Q3 | $581K | Sell |
9,304
-217
| -2% | -$13.8K | 0.11% | 45 |
|
|
2020
Q2 | $593K | Buy |
9,521
+698
| +8% | +$42.9K | 0.11% | 44 |
|
|
2020
Q1 | $499K | Buy |
8,823
+490
| +6% | +$34.3K | 0.1% | 46 |
|
|
2019
Q4 | $640K | Buy |
8,333
+34
| +0.4% | +$2.56K | 0.11% | 45 |
|
|
2019
Q3 | $618K | Sell |
8,299
-110
| -1% | -$8.02K | 0.11% | 45 |
|
|
2019
Q2 | $612K | Sell |
8,409
-1,103
| -12% | -$79.8K | 0.11% | 44 |
|
|
2019
Q1 | $689K | Buy |
9,512
+314
| +3% | +$22.1K | 0.12% | 43 |
|
|
2018
Q4 | $599K | Sell |
9,198
-600
| -6% | -$41.8K | 0.11% | 42 |
|
|
2018
Q3 | $707K | Sell |
9,798
-20
| -0.2% | -$1.44K | 0.12% | 40 |
|
|
2018
Q2 | $687K | Buy |
9,818
+19
| +0.2% | +$1.31K | 0.12% | 40 |
|
|
2018
Q1 | $667K | Buy |
9,799
+256
| +3% | +$18.2K | 0.11% | 41 |
|
|
2017
Q4 | $695K | Buy |
9,543
+973
| +11% | +$69.5K | 0.12% | 41 |
|
|
2017
Q3 | $599K | Buy |
8,570
+37
| +0.4% | +$2.55K | 0.1% | 42 |
|
|
2017
Q2 | $583K | Sell |
8,533
-597
| -7% | -$40.9K | 0.09% | 49 |
|
|
2017
Q1 | $625K | Sell |
9,130
-40
| -0.4% | -$2.72K | 0.09% | 49 |
|
|
2016
Q4 | $617K | Sell |
9,170
-537
| -6% | -$35.2K | 0.09% | 51 |
|
|
2016
Q3 | $645K | Sell |
9,707
-256
| -3% | -$17.2K | 0.09% | 51 |
|
|
2016
Q2 | $665K | Sell |
9,963
-197
| -2% | -$12.6K | 0.11% | 53 |
|
|
2016
Q1 | $643K | Buy |
10,160
+1,234
| +14% | +$73K | 0.12% | 48 |
|
|
2015
Q4 | $527K | Buy |
8,926
+420
| +5% | +$24.8K | 0.12% | 37 |
|
|
2015
Q3 | $473K | Buy |
8,506
+142
| +2% | +$8.24K | 0.11% | 37 |
|
|
2015
Q2 | $497K | Buy |
+8,364
| New | +$512K | 0.1% | 38 |
|
Other funds holding DHS
IWP
MLA
Efficient Advisors's DHS Position: Q4 2024 in Review
Efficient Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2024, closing a stake of 2,871 shares — an estimated $269K sold.
Efficient Advisors first reported a position in DHS in Q2 2015 and held it in 38 quarters. The position peaked at $707K in Q3 2018. 231 funds tracked by Wall St. Rank hold DHS as of Q4 2024.
- Efficient Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2024 after selling out during the quarter.
- Efficient Advisors sold 2,871 WisdomTree US High Dividend Fund shares in Q4 2024, an estimated $269K.
- Efficient Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2015 and held it in 38 quarters.
- Efficient Advisors's WisdomTree US High Dividend Fund position peaked at $707K in Q3 2018.
- 231 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2024.
Based on Efficient Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.