FFG Retirement Advisors’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 | $3.52M | Buy |
36,690
+521
| +1% | +$50K | 2.21% | 18 |
|
|
2025
Q1 | $3.59M | Sell |
36,169
-1,161
| -3% | -$115K | 2.44% | 16 |
|
|
2024
Q4 | $3.49M | Sell |
37,330
-319
| -0.8% | -$29.8K | 2.28% | 19 |
|
|
2024
Q3 | $3.53M | Buy |
37,649
+2,528
| +7% | +$237K | 2.3% | 15 |
|
|
2024
Q2 | $2.97M | Sell |
35,121
-935
| -3% | -$79.1K | 2.07% | 15 |
|
|
2024
Q1 | $3.12M | Buy |
36,056
+2,199
| +6% | +$191K | 2.2% | 16 |
|
|
2023
Q4 | $2.78M | Buy |
33,857
+257
| +0.8% | +$21.1K | 2.15% | 18 |
|
|
2023
Q3 | $2.62M | Buy |
33,600
+728
| +2% | +$56.8K | 2.18% | 19 |
|
|
2023
Q2 | $2.62M | Buy |
32,872
+1,280
| +4% | +$102K | 2.09% | 18 |
|
|
2023
Q1 | $2.6M | Buy |
+31,592
| New | +$2.6M | 2.23% | 16 |
|