Glass Jacobson Investment Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $286 | Hold |
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|
2025
Q3 | $280 | Hold |
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|
2025
Q2 | $264 | Hold |
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|
2025
Q1 | $253 | Hold |
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|
2024
Q4 | $253 | Hold |
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|
2024
Q3 | $252 | Hold |
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|
2024
Q2 | $225 | Hold |
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|
2024
Q1 | $228 | Hold |
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|
2023
Q4 | $214 | Hold |
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|
2023
Q3 | $201 | Sell |
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|
2023
Q2 | $52.2K | Buy |
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|
2022
Q4 | $110K | Buy |
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