Strategic Wealth Partners’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
Q3 | $41.1K | Hold |
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|
2025
Q2 | $39.2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $46 | Sell |
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|
2019
Q2 | $61K | Sell |
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|
2019
Q1 | $167K | Sell |
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|
2018
Q4 | $182K | Hold |
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|
2018
Q3 | $192K | Sell |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $393K | Sell |
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|
2017
Q4 | $505K | Buy |
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