MGWA
Monument Group Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
4,119
| – | – | 0.25% | 25 |
|
|
2025
Q1 | $408K | Hold |
4,119
| – | – | 0.28% | 25 |
|
|
2024
Q4 | $385K | Hold |
4,119
| – | – | 0.27% | 26 |
|
|
2024
Q3 | $386K | Hold |
4,119
| – | – | 0.23% | 27 |
|
|
2024
Q2 | $348K | Hold |
4,119
| – | – | 0.23% | 29 |
|
|
2024
Q1 | $357K | Hold |
4,119
| – | – | 0.26% | 26 |
|
|
2023
Q4 | $338K | Buy |
+4,119
| New | +$338K | 0.29% | 28 |
|