Relyea Zuckerberg Hanson’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 | $505K | Hold |
5,262
| – | – | 0.06% | 154 |
|
|
2025
Q1 | $522K | Hold |
5,262
| – | – | 0.07% | 136 |
|
|
2024
Q4 | $491K | Hold |
5,262
| – | – | 0.07% | 145 |
|
|
2024
Q3 | $494K | Hold |
5,262
| – | – | 0.08% | 136 |
|
|
2024
Q2 | $445K | Hold |
5,262
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $456K | Hold |
5,262
| – | – | 0.08% | 133 |
|
|
2023
Q4 | $432K | Hold |
5,262
| – | – | 0.08% | 125 |
|
|
2023
Q3 | $411K | Hold |
5,262
| – | – | 0.09% | 121 |
|
|
2023
Q2 | $419K | Hold |
5,262
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $433K | Hold |
5,262
| – | – | 0.11% | 114 |
|
|
2022
Q4 | $453K | Hold |
5,262
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $399K | Hold |
5,262
| – | – | 0.14% | 98 |
|
|
2022
Q2 | $433K | Sell |
5,262
-252
| -5% | -$20.7K | 0.16% | 94 |
|
|
2022
Q1 | $496K | Sell |
5,514
-408
| -7% | -$36.7K | 0.16% | 96 |
|
|
2021
Q4 | $494K | Sell |
5,922
-238
| -4% | -$19.9K | 0.18% | 92 |
|
|
2021
Q3 | $474K | Hold |
6,160
| – | – | 0.18% | 83 |
|
|
2021
Q2 | $482K | Hold |
6,160
| – | – | 0.2% | 72 |
|
|
2021
Q1 | $479K | Hold |
6,160
| – | – | 0.21% | 70 |
|
|
2020
Q4 | $427K | Hold |
6,160
| – | – | 0.23% | 72 |
|
|
2020
Q3 | $397K | Buy |
6,160
+545
| +10% | +$35.1K | 0.26% | 72 |
|
|
2020
Q2 | $350K | Hold |
5,615
| – | – | 0.28% | 75 |
|
|
2020
Q1 | $318K | Buy |
+5,615
| New | +$318K | 0.35% | 71 |
|