KWB Wealth’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
Q4 | – | Sell |
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|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $243K | Buy |
|
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|
2024
Q4 | $237K | Sell |
|
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|
2024
Q3 | $223K | Sell |
|
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $272K | Sell |
|
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $637K | Buy |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $881K | Buy |
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|
2022
Q2 | $893K | Buy |
|