Relyea Zuckerberg Hanson’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
Q3 | $520K | Sell |
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|
2025
Q2 | $505K | Hold |
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|
2025
Q1 | $522K | Hold |
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|
2024
Q4 | $491K | Hold |
|
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|
2024
Q3 | $494K | Hold |
|
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $456K | Hold |
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|
2023
Q4 | $432K | Hold |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $433K | Hold |
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|
2022
Q4 | $453K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $427K | Hold |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $318K | Buy |
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