Strategic Wealth Partners’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 | $39.2K | Buy |
+408
| New | +$39.2K | ﹤0.01% | 538 |
|
|
2019
Q4 | – | Sell |
-628
| Closed | -$46 | – | 216 |
|
|
2019
Q3 | $46 | Sell |
628
-220
| -26% | -$16 | ﹤0.01% | 304 |
|
|
2019
Q2 | $61K | Sell |
848
-1,434
| -63% | -$103K | 0.03% | 214 |
|
|
2019
Q1 | $167K | Sell |
2,282
-376
| -14% | -$27.5K | 0.08% | 149 |
|
|
2018
Q4 | $182K | Hold |
2,658
| – | – | 0.09% | 140 |
|
|
2018
Q3 | $192K | Sell |
2,658
-1,017
| -28% | -$73.5K | 0.1% | 132 |
|
|
2018
Q2 | $257K | Sell |
3,675
-2,088
| -36% | -$146K | 0.15% | 120 |
|
|
2018
Q1 | $393K | Sell |
5,763
-1,379
| -19% | -$94K | 0.2% | 124 |
|
|
2017
Q4 | $505K | Buy |
+7,142
| New | +$505K | 0.28% | 110 |
|