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 |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $336K | Sell |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $581K | Sell |
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|
2020
Q2 | $593K | Buy |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $618K | Sell |
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|
2019
Q2 | $612K | Sell |
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|
2019
Q1 | $689K | Buy |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $707K | Sell |
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|
2018
Q2 | $687K | Buy |
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|
2018
Q1 | $667K | Buy |
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|
2017
Q4 | $695K | Buy |
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|
2017
Q3 | $599K | Buy |
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|
2017
Q2 | $583K | Sell |
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|
2017
Q1 | $625K | Sell |
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|
2016
Q4 | $617K | Sell |
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|
2016
Q3 | $645K | Sell |
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|
2016
Q2 | $665K | Sell |
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|
2016
Q1 | $643K | Buy |
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|
2015
Q4 | $527K | Buy |
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|
2015
Q3 | $473K | Buy |
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|
2015
Q2 | $497K | Buy |
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