RWA
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Rooted Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Rooted Wealth Advisors’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,135
Closed -$679K – 87
2023
Q1 		$679K Buy
+8,135
New +$679K 0.5% 37