Integrated Wealth Concepts’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 | $494K | Buy |
|
|||||
|
2025
Q1 | $329K | Sell |
|
|||||
|
2024
Q4 | $419K | Sell |
|
|||||
|
2024
Q3 | $440K | Sell |
|
|||||
|
2024
Q2 | $431K | Sell |
|
|||||
|
2024
Q1 | $904K | Sell |
|
|||||
|
2023
Q4 | $2.8M | Buy |
|
|||||
|
2023
Q3 | $2.53M | Buy |
|
|||||
|
2023
Q2 | $2.48M | Buy |
|
|||||
|
2023
Q1 | $2.32M | Buy |
|
|||||
|
2022
Q4 | $1.82M | Buy |
|
|||||
|
2022
Q3 | $213K | Buy |
|
|||||
|
2022
Q2 | $217K | Sell |
|
|||||
|
2022
Q1 | $298K | Sell |
|
|||||
|
2021
Q4 | $346K | Buy |
|
|||||
|
2021
Q3 | $249K | Buy |
|
|||||
|
2021
Q2 | $236K | Buy |
|
|||||
|
2021
Q1 | $216K | Sell |
|
|||||
|
2020
Q4 | $285K | Sell |
|
|||||
|
2020
Q3 | $275K | Sell |
|
|||||
|
2020
Q2 | $284K | Buy |
|
|||||
|
2020
Q1 | $248K | Buy |
|