Melone Private 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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $1.05M | Buy |
|
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|
2024
Q4 | $985K | Sell |
|
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|
2024
Q3 | $992K | Sell |
|
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|
2024
Q2 | $898K | Buy |
|
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|
2024
Q1 | $913K | Sell |
|
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|
2023
Q4 | $916K | Sell |
|
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $897K | Sell |
|
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|
2023
Q1 | $936K | Buy |
|
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|
2022
Q4 | $971K | Sell |
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|
2022
Q3 | $909K | Sell |
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|
2022
Q2 | $969K | Buy |
|
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.03M | Buy |
|