Fort Point Capital Partners’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
Q1 | – | Sell |
-6,097
| Closed | -$569K | – | 300 |
|
|
2024
Q4 | $569K | Buy |
+6,097
| New | +$569K | 0.06% | 178 |
|
|
2024
Q3 | – | Sell |
-2,869
| Closed | -$243K | – | 293 |
|
|
2024
Q2 | $243K | Hold |
2,869
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $249K | Sell |
2,869
-13,077
| -82% | -$1.13M | 0.03% | 276 |
|
|
2023
Q4 | $1.31M | Buy |
+15,946
| New | +$1.31M | 0.19% | 81 |
|