Jones Financial Companies’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
$3.24M Buy
33,896
+27,905
+466% +$2.67M ﹤0.01% 614
2025
Q1
$587K Buy
5,991
+2,006
+50% +$196K ﹤0.01% 1057
2024
Q4
$372K Buy
3,985
+2,516
+171% +$235K ﹤0.01% 1105
2024
Q3
$137K Buy
1,469
+1,192
+430% +$111K ﹤0.01% 1281
2024
Q2
$23.4K Buy
+277
New +$23.4K ﹤0.01% 1500