Focus Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,831
| Closed | -$315K | – | 652 |
|
|
2023
Q4 | $315K | Buy |
+3,831
| New | +$315K | 0.01% | 557 |
|
|
2022
Q1 | – | Sell |
-2,625
| Closed | -$217K | – | 527 |
|
|
2021
Q4 | $217K | Hold |
2,625
| – | – | 0.03% | 332 |
|
|
2021
Q3 | $202K | Hold |
2,625
| – | – | 0.03% | 396 |
|
|
2021
Q2 | $205K | Hold |
2,625
| – | – | 0.03% | 395 |
|
|
2021
Q1 | $200K | Buy |
+2,625
| New | +$200K | 0.02% | 388 |
|