Elk River Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Sell |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $614K | Sell |
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|
2023
Q1 | $715K | Sell |
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|
2022
Q4 | $749K | Sell |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $969K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.5M | Buy |
|