Savant Capital’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 | $565K | Hold |
5,885
| – | – | ﹤0.01% | 1030 |
|
2025
Q1 | $584K | Hold |
5,885
| – | – | ﹤0.01% | 929 |
|
2024
Q4 | $549K | Sell |
5,885
-536
| -8% | -$50K | ﹤0.01% | 852 |
|
2024
Q3 | $602K | Sell |
6,421
-1,128
| -15% | -$106K | 0.01% | 797 |
|
2024
Q2 | $639K | Buy |
7,549
+3,300
| +78% | +$279K | 0.01% | 715 |
|
2024
Q1 | $368K | Hold |
4,249
| – | – | ﹤0.01% | 823 |
|
2023
Q4 | $349K | Hold |
4,249
| – | – | ﹤0.01% | 657 |
|
2023
Q3 | $332K | Sell |
4,249
-42
| -1% | -$3.28K | ﹤0.01% | 627 |
|
2023
Q2 | $341K | Buy |
4,291
+42
| +1% | +$3.34K | 0.01% | 616 |
|
2023
Q1 | $350K | Buy |
+4,249
| New | +$350K | 0.01% | 556 |
|