Focus Partners Wealth’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 | $20.7M | Buy |
216,121
+85,943
| +66% | +$8.25M | 0.04% | 351 |
|
|
2025
Q1 | $12.9M | Sell |
130,178
-35,687
| -22% | -$3.54M | 0.03% | 422 |
|
|
2024
Q4 | $15.5M | Buy |
165,865
+5,541
| +3% | +$517K | 0.04% | 368 |
|
|
2024
Q3 | $15M | Buy |
160,324
+8,718
| +6% | +$818K | 0.05% | 331 |
|
|
2024
Q2 | $12.8M | Buy |
151,606
+72,770
| +92% | +$6.16M | 0.04% | 320 |
|
|
2024
Q1 | $6.83M | Sell |
78,836
-59,778
| -43% | -$5.18M | 0.06% | 266 |
|
|
2023
Q4 | $11.4M | Buy |
+138,614
| New | +$11.4M | 0.15% | 140 |
|