Empirical 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
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1.06M | Buy |
|
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $496K | Sell |
|
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|
2024
Q2 | $448K | Sell |
|
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|
2024
Q1 | $722K | Buy |
|
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|
2023
Q4 | $591K | Sell |
|
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|
2023
Q3 | $1.08M | Sell |
|
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.62M | Buy |
|
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.65M | Buy |
|
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|
2022
Q2 | $1.48M | Buy |
|
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|
2022
Q1 | $661K | Sell |
|
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|
2021
Q4 | $626K | Hold |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $812K | Buy |
|
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|
2021
Q1 | $590K | Sell |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $517K | Buy |
|
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|
2020
Q2 | $497K | Buy |
|
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $467K | Hold |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $374K | Buy |
|