IFP Advisors’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
Q2 | $98.6K | Buy |
1,027
+19
| +2% | +$1.82K | ﹤0.01% | 1646 |
|
|
2025
Q1 | $100K | Hold |
1,008
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q4 | $94.1K | Hold |
1,008
| – | – | ﹤0.01% | 1502 |
|
|
2024
Q3 | $94.6K | Hold |
1,008
| – | – | ﹤0.01% | 1430 |
|
|
2024
Q2 | $85.3K | Hold |
1,008
| – | – | ﹤0.01% | 1432 |
|
|
2024
Q1 | $87.4K | Sell |
1,008
-157
| -13% | -$13.6K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $95.7K | Sell |
1,165
-1,046
| -47% | -$86K | ﹤0.01% | 1265 |
|
|
2023
Q3 | $173K | Hold |
2,211
| – | – | 0.01% | 1032 |
|
|
2023
Q2 | $176K | Sell |
2,211
-3,062
| -58% | -$244K | 0.01% | 1084 |
|
|
2023
Q1 | $366K | Sell |
5,273
-5,179
| -50% | -$360K | 0.02% | 704 |
|
|
2022
Q4 | $744K | Sell |
10,452
-261
| -2% | -$18.6K | 0.02% | 734 |
|
|
2022
Q3 | $765K | Buy |
10,713
+5,574
| +108% | +$398K | 0.02% | 732 |
|
|
2022
Q2 | $357K | Hold |
5,139
| – | – | 0.01% | 989 |
|
|
2022
Q1 | $357K | Sell |
5,139
-1,013
| -16% | -$70.4K | 0.01% | 989 |
|
|
2021
Q4 | $509K | Sell |
6,152
-126
| -2% | -$10.4K | 0.01% | 575 |
|
|
2021
Q3 | $481K | Sell |
6,278
-428
| -6% | -$32.8K | 0.01% | 577 |
|
|
2021
Q2 | $520K | Sell |
6,706
-3
| -0% | -$233 | 0.01% | 536 |
|
|
2021
Q1 | $509K | Sell |
6,709
-187
| -3% | -$14.2K | 0.01% | 511 |
|
|
2020
Q4 | $476K | Sell |
6,896
-385
| -5% | -$26.6K | 0.02% | 524 |
|
|
2020
Q3 | $453K | Sell |
7,281
-244
| -3% | -$15.2K | 0.03% | 456 |
|
|
2020
Q2 | $465K | Buy |
7,525
+5,973
| +385% | +$369K | 0.04% | 433 |
|
|
2020
Q1 | $89K | Sell |
1,552
-505
| -25% | -$29K | 0.01% | 873 |
|
|
2019
Q4 | $156K | Sell |
2,057
-16
| -0.8% | -$1.21K | 0.01% | 754 |
|
|
2019
Q3 | $154K | Buy |
+2,073
| New | +$154K | 0.01% | 863 |
|
|
2019
Q1 | $34K | Sell |
472
-14,839
| -97% | -$1.07M | ﹤0.01% | 1121 |
|
|
2018
Q4 | $994K | Buy |
15,311
+990
| +7% | +$64.3K | 0.06% | 351 |
|
|
2018
Q3 | $1.03M | Sell |
14,321
-569
| -4% | -$41K | 0.04% | 417 |
|
|
2018
Q2 | $1.04M | Buy |
14,890
+501
| +3% | +$35K | 0.04% | 405 |
|
|
2018
Q1 | $1.05M | Hold |
14,389
| – | – | 0.05% | 378 |
|
|
2017
Q4 | $1.05M | Sell |
14,389
-208
| -1% | -$15.1K | 0.05% | 376 |
|
|
2017
Q3 | $1.02M | Sell |
14,597
-5,137
| -26% | -$359K | 0.04% | 438 |
|
|
2017
Q2 | $1.35M | Sell |
19,734
-1,741
| -8% | -$119K | 0.06% | 354 |
|
|
2017
Q1 | $1.47M | Buy |
21,475
+1,458
| +7% | +$99.8K | 0.06% | 322 |
|
|
2016
Q4 | $1.35M | Sell |
20,017
-1,074
| -5% | -$72.3K | 0.07% | 321 |
|
|
2016
Q3 | $1.4M | Sell |
21,091
-2,583
| -11% | -$172K | 0.07% | 282 |
|
|
2016
Q2 | $1.58M | Buy |
23,674
+23,202
| +4,916% | +$1.55M | 0.09% | 254 |
|
|
2016
Q1 | $34K | Sell |
472
-14,120
| -97% | -$1.02M | ﹤0.01% | 1121 |
|
|
2015
Q4 | $862K | Buy |
+14,592
| New | +$862K | 0.06% | 345 |
|