StrategIQ Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History

StrategIQ Financial Group’s Portfolio DHS Stock Details DHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$939K	Sell	11,428 -198	-2%	-$16.3K	0.11%	151
2023 Q3	$908K	Buy	11,626 +4	+0%	+$312	0.11%	151
2023 Q2	$925K	Buy	11,622 +4	+0%	+$318	0.11%	148
2023 Q1	$956K	Buy	11,618 +1,032	+10%	+$84.9K	0.11%	134
2022 Q4	$911K	Sell	10,586 -1,189	-10%	-$102K	0.11%	133
2022 Q3	$893K	Sell	11,775 -536	-4%	-$40.7K	0.11%	127
2022 Q2	$1.01M	Sell	12,311 -1	-0%	-$82	0.12%	123
2022 Q1	$1.09M	Sell	12,312 -28	-0.2%	-$2.47K	0.12%	127
2021 Q4	$1.02M	Sell	12,340 -539	-4%	-$44.5K	0.1%	137
2021 Q3	$991K	Buy	12,879 +210	+2%	+$16.2K	0.2%	98
2021 Q2	$991K	Sell	12,669 -42	-0.3%	-$3.29K	0.2%	95
2021 Q1	$970K	Sell	12,711 -638	-5%	-$48.7K	0.2%	94
2020 Q4	$926K	Sell	13,349 -100	-0.7%	-$6.94K	0.21%	93
2020 Q3	$840K	Sell	13,449 -71	-0.5%	-$4.44K	0.21%	94
2020 Q2	$842K	Sell	13,520 -603	-4%	-$37.6K	0.23%	84
2020 Q1	$799K	Sell	14,123 -836	-6%	-$47.3K	0.25%	78
2019 Q4	$1.15M	Sell	14,959 -535	-3%	-$41.1K	0.3%	72
2019 Q3	$1.15M	Buy	15,494 +621	+4%	+$46.3K	0.33%	65
2019 Q2	$1.08M	Sell	14,873 -490	-3%	-$35.6K	0.31%	73
2019 Q1	$1.11M	Sell	15,363 -1,427	-8%	-$103K	0.34%	67
2018 Q4	$1.09M	Sell	16,790 -1,082	-6%	-$70.4K	0.37%	62
2018 Q3	$1.29M	Buy	17,872 +391	+2%	+$28.2K	0.41%	55
2018 Q2	$1.22M	Sell	17,481 -2,044	-10%	-$143K	0.42%	58
2018 Q1	$1.33M	Sell	19,525 -9,858	-34%	-$672K	0.53%	50
2017 Q4	$2.14M	Sell	29,383 -5,702	-16%	-$415K	0.83%	33
2017 Q3	$2.45M	Sell	35,085 -1,252	-3%	-$87.5K	0.99%	25
2017 Q2	$2.48M	Buy	36,337 +3,275	+10%	+$224K	1.05%	22
2017 Q1	$2.26M	Buy	33,062 +91	+0.3%	+$6.23K	1.03%	22
2016 Q4	$2.22M	Sell	32,971 -2,807	-8%	-$189K	1.11%	20
2016 Q3	$2.38M	Buy	35,778 +544	+2%	+$36.2K	1.31%	18
2016 Q2	$2.35M	Buy	+35,234	New	+$2.35M	1.38%	16