Keebeck Wealth Management’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 | $1.16M | Hold |
12,042
| – | – | 0.15% | 132 |
|
|
2025
Q1 | $1.19M | Hold |
12,042
| – | – | 0.18% | 121 |
|
|
2024
Q4 | $1.12M | Hold |
12,042
| – | – | 0.16% | 126 |
|
|
2024
Q3 | $1.13M | Buy |
12,042
+5,805
| +93% | +$545K | 0.16% | 127 |
|
|
2024
Q2 | $528K | Buy |
6,237
+2,959
| +90% | +$250K | 0.08% | 173 |
|
|
2024
Q1 | $284K | Buy |
+3,278
| New | +$284K | 0.04% | 241 |
|