Fulcrum Equity Management’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 |
-2,341
| Closed | -$219K | – | 99 |
|
|
2024
Q4 | $219K | Buy |
+2,341
| New | +$219K | 0.22% | 103 |
|
|
2023
Q1 | – | Sell |
-32,555
| Closed | -$2.8M | – | 91 |
|
|
2022
Q4 | $2.8M | Sell |
32,555
-1,454
| -4% | -$125K | 2.3% | 10 |
|
|
2022
Q3 | $2.58M | Sell |
34,009
-179
| -0.5% | -$13.6K | 2.18% | 15 |
|
|
2022
Q2 | $2.81M | Buy |
+34,188
| New | +$2.81M | 2.27% | 13 |
|