EP Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
+1,312
| New | +$126K | ﹤0.01% | 1346 |
|
|
2024
Q4 | – | Sell |
-3,881
| Closed | -$364K | – | 1258 |
|
|
2024
Q3 | $364K | Buy |
+3,881
| New | +$364K | ﹤0.01% | 790 |
|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$215K | – | 654 |
|
|
2022
Q4 | $215K | Buy |
+2,500
| New | +$215K | ﹤0.01% | 535 |
|
|
2022
Q3 | – | Sell |
-3,881
| Closed | -$319K | – | 407 |
|
|
2022
Q2 | $319K | Buy |
+3,881
| New | +$319K | 0.01% | 467 |
|