PBMares Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q3 | $3.22M | Sell |
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|
2024
Q2 | $2.96M | Buy |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $2.96M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $3.08M | Sell |
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|
2022
Q1 | $3.31M | Buy |
|
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|
2021
Q4 | $3.09M | Sell |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $2.88M | Sell |
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|
2020
Q3 | $2.64M | Sell |
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|
2020
Q2 | $3.1M | Sell |
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|
2020
Q1 | $3.35M | Sell |
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|
2019
Q4 | $5.11M | Buy |
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