IFP 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
Q2 | $98.6K | Buy |
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|
2025
Q1 | $100K | Hold |
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|
2024
Q4 | $94.1K | Hold |
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|
2024
Q3 | $94.6K | Hold |
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|
2024
Q2 | $85.3K | Hold |
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|
2024
Q1 | $87.4K | Sell |
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|
2023
Q4 | $95.7K | Sell |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $520K | Sell |
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|
2021
Q1 | $509K | Sell |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $465K | Buy |
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|
2020
Q1 | $89K | Sell |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $154K | Buy |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $994K | Buy |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.05M | Hold |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.35M | Sell |
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|
2017
Q1 | $1.47M | Buy |
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|
2016
Q4 | $1.35M | Sell |
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|
2016
Q3 | $1.4M | Sell |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $862K | Buy |
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