Iams Wealth 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 |
-2,935
| Closed | -$274K | – | 159 |
|
|
2024
Q4 | $274K | Buy |
+2,935
| New | +$274K | 0.13% | 140 |
|
|
2023
Q4 | – | Sell |
-3,311
| Closed | -$258K | – | 110 |
|
|
2023
Q3 | $258K | Buy |
+3,311
| New | +$258K | 0.18% | 104 |
|
|
2023
Q2 | – | Sell |
-3,311
| Closed | -$269K | – | 26 |
|
|
2023
Q1 | $269K | Hold |
3,311
| – | – | 0.22% | 91 |
|
|
2022
Q4 | $285K | Buy |
+3,311
| New | +$285K | 0.29% | 83 |
|