FIA
Foundations Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,848
| Closed | -$1.95M | – | 876 |
|
|
2024
Q4 | $1.95M | Hold |
20,848
| – | – | 0.04% | 292 |
|
|
2024
Q3 | $1.96M | Hold |
20,848
| – | – | 0.04% | 272 |
|
|
2024
Q2 | $1.76M | Sell |
20,848
-4
| -0% | -$338 | 0.04% | 249 |
|
|
2024
Q1 | $1.81M | Sell |
20,852
-15
| -0.1% | -$1.3K | 0.05% | 240 |
|
|
2023
Q4 | $1.7M | Sell |
20,867
-3
| -0% | -$244 | 0.05% | 246 |
|
|
2023
Q3 | $1.63M | Sell |
20,870
-214
| -1% | -$16.7K | 0.05% | 238 |
|
|
2023
Q2 | $1.68M | Sell |
21,084
-3,736
| -15% | -$297K | 0.06% | 214 |
|
|
2023
Q1 | $2.04M | Buy |
24,820
+3,744
| +18% | +$308K | 0.07% | 162 |
|
|
2022
Q4 | $1.81M | Buy |
21,076
+2
| +0% | +$172 | 0.07% | 140 |
|
|
2022
Q3 | $1.6M | Buy |
+21,074
| New | +$1.6M | 0.07% | 117 |
|