Envestnet Portfolio Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
12,465
+889
| +8% | +$85.3K | ﹤0.01% | 730 |
|
|
2025
Q1 | $1.15M | Sell |
11,576
-7,840
| -40% | -$777K | ﹤0.01% | 748 |
|
|
2024
Q4 | $1.81M | Buy |
19,416
+1,629
| +9% | +$152K | 0.01% | 698 |
|
|
2024
Q3 | $1.67M | Buy |
17,787
+385
| +2% | +$36.1K | 0.01% | 721 |
|
|
2024
Q2 | $1.47M | Buy |
17,402
+4,771
| +38% | +$404K | 0.01% | 732 |
|
|
2024
Q1 | $1.09M | Buy |
12,631
+4,808
| +61% | +$417K | ﹤0.01% | 818 |
|
|
2023
Q4 | $643K | Buy |
7,823
+543
| +7% | +$44.6K | ﹤0.01% | 941 |
|
|
2023
Q3 | $568K | Buy |
+7,280
| New | +$568K | ﹤0.01% | 933 |
|