MSH Capital Advisors’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 | $421K | Buy |
4,383
+1,055
| +32% | +$101K | 0.12% | 176 |
|
|
2025
Q1 | $330K | Hold |
3,328
| – | – | 0.1% | 181 |
|
|
2024
Q4 | $311K | Buy |
3,328
+178
| +6% | +$16.6K | 0.1% | 183 |
|
|
2024
Q3 | $295K | Hold |
3,150
| – | – | 0.09% | 194 |
|
|
2024
Q2 | $266K | Hold |
3,150
| – | – | 0.09% | 193 |
|
|
2024
Q1 | $273K | Hold |
3,150
| – | – | 0.1% | 183 |
|
|
2023
Q4 | $259K | Hold |
3,150
| – | – | 0.1% | 180 |
|
|
2023
Q3 | $246K | Hold |
3,150
| – | – | 0.1% | 185 |
|
|
2023
Q2 | $251K | Hold |
3,150
| – | – | 0.09% | 189 |
|
|
2023
Q1 | $259K | Sell |
3,150
-100
| -3% | -$8.23K | 0.11% | 173 |
|
|
2022
Q4 | $280K | Hold |
3,250
| – | – | 0.13% | 160 |
|
|
2022
Q3 | $246K | Hold |
3,250
| – | – | 0.12% | 162 |
|
|
2022
Q2 | $267K | Hold |
3,250
| – | – | 0.12% | 154 |
|
|
2022
Q1 | $286K | Hold |
3,250
| – | – | 0.12% | 160 |
|
|
2021
Q4 | $268K | Buy |
+3,250
| New | +$268K | 0.12% | 156 |
|