NFP Retirement Inc’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 | $4.56M | Buy |
47,525
+550
| +1% | +$52.8K | 0.3% | 57 |
|
|
2025
Q1 | $4.66M | Buy |
46,975
+536
| +1% | +$53.2K | 0.37% | 44 |
|
|
2024
Q4 | $4.34M | Buy |
46,439
+304
| +0.7% | +$28.4K | 0.34% | 46 |
|
|
2024
Q3 | $4.33M | Buy |
46,135
+3,054
| +7% | +$286K | 0.35% | 46 |
|
|
2024
Q2 | $3.64M | Sell |
43,081
-1,051
| -2% | -$88.9K | 0.31% | 51 |
|
|
2024
Q1 | $3.82M | Buy |
44,132
+2,517
| +6% | +$218K | 0.33% | 50 |
|
|
2023
Q4 | $3.42M | Sell |
41,615
-29
| -0.1% | -$2.38K | 0.58% | 39 |
|
|
2023
Q3 | $3.25M | Sell |
41,644
-101
| -0.2% | -$7.88K | 0.62% | 38 |
|
|
2023
Q2 | $3.32M | Buy |
41,745
+781
| +2% | +$62.1K | 0.62% | 41 |
|
|
2023
Q1 | $3.37M | Sell |
40,964
-668
| -2% | -$55K | 0.67% | 37 |
|
|
2022
Q4 | $3.58M | Buy |
41,632
+580
| +1% | +$49.9K | 0.79% | 31 |
|
|
2022
Q3 | $3.11M | Buy |
41,052
+155
| +0.4% | +$11.8K | 0.77% | 36 |
|
|
2022
Q2 | $3.37M | Buy |
+40,897
| New | +$3.37M | 0.85% | 32 |
|