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Optivise Advisory Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Optivise Advisory Services’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,868
Closed -$1.67M – 201
2024
Q4 		$1.67M Buy
+17,868
New +$1.67M 0.9% 28