RWM
Revisor Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,495
| – | – | 0.09% | 240 |
|
|
2025
Q1 | $247K | Buy |
+2,495
| New | +$247K | 0.11% | 194 |
|
|
2024
Q4 | – | Sell |
-2,495
| Closed | -$234K | – | 133 |
|
|
2024
Q3 | $234K | Hold |
2,495
| – | – | 0.15% | 153 |
|
|
2024
Q2 | $211K | Sell |
2,495
-2,495
| -50% | -$211K | 0.15% | 149 |
|
|
2024
Q1 | $421K | Buy |
+4,990
| New | +$421K | 0.19% | 131 |
|
|
2023
Q3 | – | Sell |
-7,485
| Closed | -$596K | – | 161 |
|
|
2023
Q2 | $596K | Hold |
7,485
| – | – | 0.53% | 44 |
|
|
2023
Q1 | $616K | Buy |
+7,485
| New | +$616K | 0.56% | 44 |
|