EWM
Empirical Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
11,284
+608
| +6% | +$58.4K | 0.02% | 303 |
|
|
2025
Q1 | $1.06M | Buy |
10,676
+5,451
| +104% | +$541K | 0.03% | 288 |
|
|
2024
Q4 | $488K | Sell |
5,225
-64
| -1% | -$5.98K | 0.01% | 388 |
|
|
2024
Q3 | $496K | Sell |
5,289
-10
| -0.2% | -$938 | 0.01% | 366 |
|
|
2024
Q2 | $448K | Sell |
5,299
-3,037
| -36% | -$257K | 0.01% | 380 |
|
|
2024
Q1 | $722K | Buy |
8,336
+1,142
| +16% | +$99K | 0.02% | 285 |
|
|
2023
Q4 | $591K | Sell |
7,194
-6,625
| -48% | -$544K | 0.02% | 300 |
|
|
2023
Q3 | $1.08M | Sell |
13,819
-3,907
| -22% | -$305K | 0.04% | 214 |
|
|
2023
Q2 | $1.41M | Sell |
17,726
-1,963
| -10% | -$156K | 0.06% | 192 |
|
|
2023
Q1 | $1.62M | Buy |
19,689
+2,586
| +15% | +$213K | 0.07% | 163 |
|
|
2022
Q4 | $1.47M | Sell |
17,103
-4,648
| -21% | -$400K | 0.07% | 160 |
|
|
2022
Q3 | $1.65M | Buy |
21,751
+3,730
| +21% | +$283K | 0.09% | 144 |
|
|
2022
Q2 | $1.48M | Buy |
18,021
+10,519
| +140% | +$866K | 0.08% | 161 |
|
|
2022
Q1 | $661K | Sell |
7,502
-80
| -1% | -$7.05K | 0.03% | 277 |
|
|
2021
Q4 | $626K | Hold |
7,582
| – | – | 0.03% | 294 |
|
|
2021
Q3 | $584K | Sell |
7,582
-2,800
| -27% | -$216K | 0.03% | 269 |
|
|
2021
Q2 | $812K | Buy |
10,382
+2,650
| +34% | +$207K | 0.05% | 215 |
|
|
2021
Q1 | $590K | Sell |
7,732
-193
| -2% | -$14.7K | 0.05% | 226 |
|
|
2020
Q4 | $550K | Sell |
7,925
-344
| -4% | -$23.9K | 0.04% | 235 |
|
|
2020
Q3 | $517K | Buy |
8,269
+296
| +4% | +$18.5K | 0.04% | 207 |
|
|
2020
Q2 | $497K | Buy |
7,973
+2,696
| +51% | +$168K | 0.05% | 208 |
|
|
2020
Q1 | $299K | Sell |
5,277
-798
| -13% | -$45.2K | 0.03% | 246 |
|
|
2019
Q4 | $467K | Hold |
6,075
| – | – | 0.05% | 195 |
|
|
2019
Q3 | $452K | Hold |
6,075
| – | – | 0.05% | 181 |
|
|
2019
Q2 | $442K | Buy |
6,075
+2,210
| +57% | +$161K | 0.06% | 165 |
|
|
2019
Q1 | $280K | Sell |
3,865
-1,880
| -33% | -$136K | 0.04% | 189 |
|
|
2018
Q4 | $374K | Buy |
+5,745
| New | +$374K | 0.06% | 141 |
|