JT Stratford LLC’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 | $2.21M | Buy |
23,009
+2,838
| +14% | +$272K | 0.33% | 64 |
|
|
2025
Q1 | $2M | Buy |
20,171
+8,642
| +75% | +$857K | 0.35% | 62 |
|
|
2024
Q4 | $1.08M | Sell |
11,529
-204
| -2% | -$19K | 0.18% | 132 |
|
|
2024
Q3 | $1.1M | Buy |
11,733
+630
| +6% | +$59.1K | 0.19% | 135 |
|
|
2024
Q2 | $939K | Buy |
11,103
+1,438
| +15% | +$122K | 0.17% | 139 |
|
|
2024
Q1 | $838K | Sell |
9,665
-25
| -0.3% | -$2.17K | 0.17% | 150 |
|
|
2023
Q4 | $796K | Sell |
9,690
-1,950
| -17% | -$160K | 0.18% | 136 |
|
|
2023
Q3 | $909K | Sell |
11,640
-2,393
| -17% | -$187K | 0.23% | 111 |
|
|
2023
Q2 | $1.12M | Sell |
14,033
-1,491
| -10% | -$119K | 0.3% | 92 |
|
|
2023
Q1 | $1.28M | Buy |
15,524
+56
| +0.4% | +$4.61K | 0.37% | 75 |
|
|
2022
Q4 | $1.33M | Buy |
15,468
+2,727
| +21% | +$235K | 0.43% | 65 |
|
|
2022
Q3 | $966K | Buy |
12,741
+1,922
| +18% | +$146K | 0.34% | 70 |
|
|
2022
Q2 | $890K | Buy |
+10,819
| New | +$890K | 0.28% | 82 |
|