Mowery & Schoenfeld 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
2024
Q4
Sell
-740
Closed -$69.4K 496
2024
Q3
$69.4K Hold
740
0.11% 80
2024
Q2
$62.6K Buy
+740
New +$62.6K 0.09% 84