Precedent Wealth Partners’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 | $5.76M | Sell |
60,052
-2,206
| -4% | -$212K | 1.41% | 16 |
|
|
2025
Q1 | $6.17M | Buy |
62,258
+3,050
| +5% | +$302K | 1.71% | 16 |
|
|
2024
Q4 | $5.53M | Buy |
59,208
+630
| +1% | +$58.8K | 1.8% | 12 |
|
|
2024
Q3 | $5.49M | Sell |
58,578
-3,361
| -5% | -$315K | 1.81% | 13 |
|
|
2024
Q2 | $5.24M | Sell |
61,939
-8,921
| -13% | -$755K | 2.11% | 11 |
|
|
2024
Q1 | $6.14M | Sell |
70,860
-290
| -0.4% | -$25.1K | 2.64% | 8 |
|
|
2023
Q4 | $5.85M | Buy |
+71,150
| New | +$5.85M | 2.97% | 8 |
|