Sequoia Financial Advisors’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
Q2 | $348K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $279K | Buy |
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