SWS 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
2024
Q3
Sell
-946
Closed -$80.1K 153
2024
Q2
$80.1K Buy
+946
New +$80.1K 0.02% 141
2018
Q2
Sell
-1,303
Closed -$87K 154
2018
Q1
$87K Hold
1,303
0.06% 103
2017
Q4
$95K Buy
+1,303
New +$95K 0.07% 94