Melone Private Wealth’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 | $1.01M | Buy |
10,581
+20
| +0.2% | +$1.91K | 0.52% | 30 |
|
|
2025
Q1 | $1.05M | Buy |
10,561
+12
| +0.1% | +$1.19K | 0.55% | 31 |
|
|
2024
Q4 | $985K | Sell |
10,549
-30
| -0.3% | -$2.8K | 0.51% | 30 |
|
|
2024
Q3 | $992K | Sell |
10,579
-34
| -0.3% | -$3.19K | 0.53% | 29 |
|
|
2024
Q2 | $898K | Buy |
10,613
+74
| +0.7% | +$6.26K | 0.53% | 30 |
|
|
2024
Q1 | $913K | Sell |
10,539
-605
| -5% | -$52.4K | 0.55% | 29 |
|
|
2023
Q4 | $916K | Sell |
11,144
-194
| -2% | -$15.9K | 0.58% | 29 |
|
|
2023
Q3 | $885K | Buy |
11,338
+62
| +0.5% | +$4.84K | 0.63% | 30 |
|
|
2023
Q2 | $897K | Sell |
11,276
-26
| -0.2% | -$2.07K | 0.63% | 30 |
|
|
2023
Q1 | $936K | Buy |
11,302
+17
| +0.2% | +$1.41K | 0.71% | 27 |
|
|
2022
Q4 | $971K | Sell |
11,285
-203
| -2% | -$17.5K | 0.82% | 29 |
|
|
2022
Q3 | $909K | Sell |
11,488
-283
| -2% | -$22.4K | 0.79% | 30 |
|
|
2022
Q2 | $969K | Buy |
11,771
+13
| +0.1% | +$1.07K | 0.82% | 30 |
|
|
2022
Q1 | $1.04M | Sell |
11,758
-700
| -6% | -$61.6K | 0.84% | 31 |
|
|
2021
Q4 | $1.03M | Buy |
+12,458
| New | +$1.03M | 0.77% | 35 |
|