J.W. Cole 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 | $1.52M | Buy |
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|
2025
Q1 | $976K | Buy |
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|
2024
Q4 | $749K | Hold |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $668K | Hold |
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|
2023
Q4 | $634K | Hold |
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|
2023
Q3 | $602K | Buy |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $637K | Hold |
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|
2022
Q3 | $561K | Hold |
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|
2022
Q2 | $609K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $689K | Buy |
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