NEWAS
N.E.W. Advisory Services’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 | $29.7K | Sell |
309
-123
| -28% | -$11.8K | ﹤0.01% | 392 |
|
|
2025
Q1 | $42.9K | Buy |
+432
| New | +$42.9K | ﹤0.01% | 381 |
|
|
2022
Q2 | – | Sell |
-3,722
| Closed | -$285K | – | 132 |
|
|
2022
Q1 | $285K | Buy |
+3,722
| New | +$285K | 0.05% | 105 |
|
|
2021
Q2 | – | Sell |
-3,722
| Closed | -$286K | – | 134 |
|
|
2021
Q1 | $286K | Sell |
3,722
-810
| -18% | -$62.2K | 0.05% | 106 |
|
|
2020
Q4 | $314K | Sell |
4,532
-2,861
| -39% | -$198K | 0.07% | 108 |
|
|
2020
Q3 | $462K | Sell |
7,393
-2,043
| -22% | -$128K | 0.13% | 62 |
|
|
2020
Q2 | $588K | Buy |
+9,436
| New | +$588K | 0.18% | 51 |
|
|
2019
Q4 | $1M | Buy |
+13,003
| New | +$1M | 0.33% | 40 |
|