Independent Advisor Alliance’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
-3,645
Closed -$340K 913
2024
Q4
$340K Buy
+3,645
New +$340K ﹤0.01% 1083
2020
Q1
Sell
-3,145
Closed -$242K 480
2019
Q4
$242K Buy
+3,145
New +$242K 0.01% 755