Eldridge Investment 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
Q2
Sell
-12,120
Closed -$997K 146
2023
Q1
$997K Sell
12,120
-12,899
-52% -$1.06M 0.35% 58
2022
Q4
$2.15M Buy
25,019
+15,861
+173% +$1.36M 0.75% 32
2022
Q3
$694K Buy
+9,158
New +$694K 0.27% 60