Oxinas Partners Wealth Management’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 | $812K | Sell |
8,465
-100
| -1% | -$9.6K | 0.42% | 59 |
|
|
2025
Q1 | $849K | Sell |
8,565
-165
| -2% | -$16.4K | 0.5% | 53 |
|
|
2024
Q4 | $815K | Sell |
8,730
-1,000
| -10% | -$93.4K | 0.48% | 54 |
|
|
2024
Q3 | $913K | Sell |
9,730
-300
| -3% | -$28.1K | 0.56% | 51 |
|
|
2024
Q2 | $848K | Hold |
10,030
| – | – | 0.56% | 49 |
|
|
2024
Q1 | $869K | Sell |
10,030
-400
| -4% | -$34.7K | 0.56% | 45 |
|
|
2023
Q4 | $857K | Sell |
10,430
-1,100
| -10% | -$90.4K | 0.61% | 42 |
|
|
2023
Q3 | $900K | Sell |
11,530
-850
| -7% | -$66.4K | 0.67% | 38 |
|
|
2023
Q2 | $985K | Sell |
12,380
-1,330
| -10% | -$106K | 0.65% | 40 |
|
|
2023
Q1 | $1.13M | Buy |
+13,710
| New | +$1.13M | 0.81% | 36 |
|