NCM
Nelson Capital Management’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 | $475K | Hold |
4,945
| – | – | 0.06% | 81 |
|
|
2025
Q1 | $490K | Sell |
4,945
-330
| -6% | -$32.7K | 0.08% | 80 |
|
|
2024
Q4 | $492K | Hold |
5,275
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $495K | Hold |
5,275
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $446K | Buy |
+5,275
| New | +$446K | 0.08% | 83 |
|