KWAG
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Kiely Wealth Advisory Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$12.5K Hold
130
– – 0.01% 189
2024
Q3 		$12.7K Hold
130
– – 0.01% 186
2024
Q2 		$11.5K Hold
130
– – 0.01% 177
2024
Q1 		$11K Hold
130
– – 0.01% 164
2023
Q4 		$10.7K Buy
+130
New +$10.7K 0.01% 165