IFA
Interactive Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
5,904
-43
| -0.7% | -$4.13K | 0.28% | 55 |
|
|
2025
Q1 | $590K | Sell |
5,947
-144
| -2% | -$14.3K | 0.31% | 50 |
|
|
2024
Q4 | $569K | Sell |
6,091
-94
| -2% | -$8.78K | 0.3% | 56 |
|
|
2024
Q3 | $580K | Sell |
6,185
-414
| -6% | -$38.8K | 0.3% | 56 |
|
|
2024
Q2 | $558K | Sell |
6,599
-198
| -3% | -$16.7K | 0.31% | 54 |
|
|
2024
Q1 | $589K | Sell |
6,797
-12,065
| -64% | -$1.05M | 0.33% | 54 |
|
|
2023
Q4 | $413K | Buy |
18,862
+13,218
| +234% | +$290K | 0.22% | 60 |
|
|
2023
Q3 | $441K | Buy |
5,644
+32
| +0.6% | +$2.5K | 0.3% | 52 |
|
|
2023
Q2 | $447K | Sell |
5,612
-84
| -1% | -$6.68K | 0.3% | 59 |
|
|
2023
Q1 | $469K | Buy |
5,696
+56
| +1% | +$4.61K | 0.3% | 56 |
|
|
2022
Q4 | $485K | Buy |
5,640
+66
| +1% | +$5.68K | 0.29% | 57 |
|
|
2022
Q3 | $423K | Buy |
5,574
+230
| +4% | +$17.5K | 0.25% | 59 |
|
|
2022
Q2 | $440K | Sell |
5,344
-121
| -2% | -$9.96K | 0.22% | 51 |
|
|
2022
Q1 | $463K | Sell |
5,465
-41
| -0.7% | -$3.47K | 0.22% | 62 |
|
|
2021
Q4 | $454K | Buy |
5,506
+17
| +0.3% | +$1.4K | 0.17% | 58 |
|
|
2021
Q3 | $423K | Sell |
5,489
-108
| -2% | -$8.32K | 0.18% | 61 |
|
|
2021
Q2 | $438K | Sell |
5,597
-651
| -10% | -$50.9K | 0.18% | 58 |
|
|
2021
Q1 | $477K | Buy |
6,248
+580
| +10% | +$44.3K | 0.2% | 54 |
|
|
2020
Q4 | $393K | Buy |
5,668
+69
| +1% | +$4.78K | 0.18% | 56 |
|
|
2020
Q3 | $350K | Buy |
5,599
+161
| +3% | +$10.1K | 0.17% | 52 |
|
|
2020
Q2 | $339K | Buy |
5,438
+159
| +3% | +$9.91K | 0.17% | 50 |
|
|
2020
Q1 | $299K | Buy |
5,279
+180
| +4% | +$10.2K | 0.26% | 29 |
|
|
2019
Q4 | $392K | Buy |
5,099
+53
| +1% | +$4.08K | 0.18% | 58 |
|
|
2019
Q3 | $376K | Buy |
5,046
+584
| +13% | +$43.5K | 0.17% | 53 |
|
|
2019
Q2 | $325K | Sell |
4,462
-43
| -1% | -$3.13K | 0.15% | 60 |
|
|
2019
Q1 | $326K | Sell |
4,505
-140
| -3% | -$10.1K | 0.16% | 50 |
|
|
2018
Q4 | $302K | Sell |
4,645
-196
| -4% | -$12.7K | 0.16% | 47 |
|
|
2018
Q3 | $349K | Sell |
4,841
-209
| -4% | -$15.1K | 0.17% | 54 |
|
|
2018
Q2 | $353K | Sell |
5,050
-1,734
| -26% | -$121K | 0.17% | 55 |
|
|
2018
Q1 | $462K | Sell |
6,784
-5,054
| -43% | -$344K | 0.22% | 48 |
|
|
2017
Q4 | $862K | Sell |
11,838
-360
| -3% | -$26.2K | 0.38% | 35 |
|
|
2017
Q3 | $853K | Sell |
12,198
-8
| -0.1% | -$559 | 0.39% | 34 |
|
|
2017
Q2 | $834K | Sell |
12,206
-421
| -3% | -$28.8K | 0.39% | 35 |
|
|
2017
Q1 | $865K | Sell |
12,627
-691
| -5% | -$47.3K | 0.42% | 35 |
|
|
2016
Q4 | $896K | Sell |
13,318
-2,054
| -13% | -$138K | 0.45% | 34 |
|
|
2016
Q3 | $1.02M | Sell |
15,372
-284
| -2% | -$18.9K | 0.51% | 33 |
|
|
2016
Q2 | $1.05M | Sell |
15,656
-705
| -4% | -$47.1K | 0.55% | 32 |
|
|
2016
Q1 | $1.04M | Buy |
16,361
+12,448
| +318% | +$787K | 0.63% | 29 |
|
|
2015
Q4 | $231K | Sell |
3,913
-25
| -0.6% | -$1.48K | 0.13% | 43 |
|
|
2015
Q3 | $219K | Sell |
3,938
-77
| -2% | -$4.28K | 0.12% | 44 |
|
|
2015
Q2 | $239K | Sell |
4,015
-225
| -5% | -$13.4K | 0.13% | 47 |
|
|
2015
Q1 | $257K | Sell |
4,240
-66
| -2% | -$4K | 0.14% | 46 |
|
|
2014
Q4 | $265K | Sell |
4,306
-476
| -10% | -$29.3K | 0.15% | 43 |
|
|
2014
Q3 | $284K | Sell |
4,782
-415
| -8% | -$24.6K | 0.16% | 45 |
|
|
2014
Q2 | $309K | Sell |
5,197
-195
| -4% | -$11.6K | 0.17% | 41 |
|
|
2014
Q1 | $305K | Sell |
5,392
-9,106
| -63% | -$515K | 0.18% | 37 |
|
|
2013
Q4 | $799K | Sell |
14,498
-1,090
| -7% | -$60.1K | 0.47% | 31 |
|
|
2013
Q3 | $810K | Sell |
15,588
-14,173
| -48% | -$736K | 0.5% | 31 |
|
|
2013
Q2 | $1.54M | Buy |
+29,761
| New | +$1.54M | 1.13% | 13 |
|