Saxon Interests’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 | $1.08M | Hold |
10,922
| – | – | 0.51% | 47 |
|
|
2025
Q1 | $1.08M | Buy |
+10,922
| New | +$1.08M | 0.51% | 47 |
|
|
2024
Q4 | – | Sell |
-2,140
| Closed | -$201K | – | 192 |
|
|
2024
Q3 | $201K | Buy |
+2,140
| New | +$201K | 0.09% | 172 |
|
|
2023
Q2 | – | Sell |
-6,220
| Closed | -$512K | – | 170 |
|
|
2023
Q1 | $512K | Sell |
6,220
-3,105
| -33% | -$255K | 0.29% | 100 |
|
|
2022
Q4 | $815K | Buy |
9,325
+1,189
| +15% | +$104K | 0.47% | 69 |
|
|
2022
Q3 | $651K | Sell |
8,136
-5,786
| -42% | -$463K | 0.4% | 65 |
|
|
2022
Q2 | $1.15M | Buy |
+13,922
| New | +$1.15M | 0.69% | 36 |
|