Sequoia Financial Advisors’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 | $348K | Buy |
3,623
+20
| +0.6% | +$1.92K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $357K | Buy |
3,603
+13
| +0.4% | +$1.29K | ﹤0.01% | 988 |
|
|
2024
Q4 | $335K | Buy |
3,590
+258
| +8% | +$24.1K | ﹤0.01% | 973 |
|
|
2024
Q3 | $313K | Buy |
3,332
+18
| +0.5% | +$1.69K | ﹤0.01% | 947 |
|
|
2024
Q2 | $280K | Sell |
3,314
-253
| -7% | -$21.4K | ﹤0.01% | 915 |
|
|
2024
Q1 | $309K | Buy |
3,567
+16
| +0.5% | +$1.39K | ﹤0.01% | 845 |
|
|
2023
Q4 | $292K | Sell |
3,551
-42
| -1% | -$3.45K | ﹤0.01% | 940 |
|
|
2023
Q3 | $281K | Buy |
3,593
+22
| +0.6% | +$1.72K | ﹤0.01% | 713 |
|
|
2023
Q2 | $284K | Buy |
3,571
+22
| +0.6% | +$1.75K | ﹤0.01% | 719 |
|
|
2023
Q1 | $292K | Buy |
3,549
+22
| +0.6% | +$1.81K | 0.01% | 634 |
|
|
2022
Q4 | $304K | Buy |
3,527
+280
| +9% | +$24.1K | 0.01% | 577 |
|
|
2022
Q3 | $246K | Buy |
3,247
+14
| +0.4% | +$1.06K | 0.01% | 443 |
|
|
2022
Q2 | $266K | Buy |
3,233
+70
| +2% | +$5.76K | 0.01% | 476 |
|
|
2022
Q1 | $279K | Buy |
+3,163
| New | +$279K | 0.01% | 520 |
|