Maltin 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 | $412K | Buy |
4,293
+43
| +1% | +$4.13K | 0.19% | 85 |
|
|
2025
Q1 | $421K | Sell |
4,250
-122
| -3% | -$12.1K | 0.2% | 87 |
|
|
2024
Q4 | $408K | Buy |
4,372
+43
| +1% | +$4.01K | 0.2% | 89 |
|
|
2024
Q3 | $406K | Sell |
4,329
-879
| -17% | -$82.5K | 0.2% | 84 |
|
|
2024
Q2 | $441K | Buy |
5,208
+56
| +1% | +$4.74K | 0.24% | 78 |
|
|
2024
Q1 | $447K | Sell |
5,152
-49
| -0.9% | -$4.25K | 0.25% | 79 |
|
|
2023
Q4 | $427K | Buy |
5,201
+59
| +1% | +$4.85K | 0.27% | 74 |
|
|
2023
Q3 | $401K | Sell |
5,142
-328
| -6% | -$25.6K | 0.28% | 76 |
|
|
2023
Q2 | $435K | Sell |
5,470
-97
| -2% | -$7.72K | 0.31% | 71 |
|
|
2023
Q1 | $458K | Buy |
5,567
+51
| +0.9% | +$4.2K | 0.33% | 69 |
|
|
2022
Q4 | $475K | Sell |
5,516
-49
| -0.9% | -$4.22K | 0.35% | 69 |
|
|
2022
Q3 | $422K | Buy |
5,565
+54
| +1% | +$4.1K | 0.33% | 78 |
|
|
2022
Q2 | $453K | Buy |
5,511
+54
| +1% | +$4.44K | 0.33% | 80 |
|
|
2022
Q1 | $481K | Buy |
5,457
+16
| +0.3% | +$1.41K | 0.32% | 78 |
|
|
2021
Q4 | $449K | Buy |
5,441
+52
| +1% | +$4.29K | 0.27% | 80 |
|
|
2021
Q3 | $415K | Buy |
5,389
+518
| +11% | +$39.9K | 0.25% | 76 |
|
|
2021
Q2 | $381K | Sell |
4,871
-437
| -8% | -$34.2K | 0.23% | 78 |
|
|
2021
Q1 | $405K | Buy |
5,308
+528
| +11% | +$40.3K | 0.26% | 71 |
|
|
2020
Q4 | $332K | Buy |
4,780
+74
| +2% | +$5.14K | 0.23% | 69 |
|
|
2020
Q3 | $294K | Sell |
4,706
-1,138
| -19% | -$71.1K | 0.21% | 72 |
|
|
2020
Q2 | $364K | Buy |
5,844
+53
| +0.9% | +$3.3K | 0.27% | 61 |
|
|
2020
Q1 | $328K | Buy |
5,791
+28
| +0.5% | +$1.59K | 0.28% | 59 |
|
|
2019
Q4 | $443K | Buy |
+5,763
| New | +$443K | 0.29% | 48 |
|