Steward Partners Investment Advisory’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 | $731K | Buy |
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|
2025
Q1 | $493K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $451K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $104K | Sell |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $101K | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $90K | Sell |
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|
2020
Q3 | $159K | Sell |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $436K | Hold |
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|
2019
Q3 | $423K | Buy |
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|
2019
Q2 | $148K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $318K | Sell |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $150K | Buy |
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|
2017
Q4 | $146K | Sell |
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|
2017
Q3 | $144K | Buy |
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|
2017
Q2 | $35K | Buy |
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|
2017
Q1 | $35K | Buy |
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