TFG
Tilson Financial Group’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
3,494
+31
| +0.9% | +$2.97K | 0.13% | 57 |
|
|
2025
Q1 | $343K | Hold |
3,463
| – | – | 0.14% | 58 |
|
|
2024
Q4 | $323K | Hold |
3,463
| – | – | 0.13% | 59 |
|
|
2024
Q3 | $325K | Hold |
3,463
| – | – | 0.14% | 57 |
|
|
2024
Q2 | $293K | Hold |
3,463
| – | – | 0.3% | 30 |
|
|
2024
Q1 | $300K | Hold |
3,463
| – | – | 0.16% | 57 |
|
|
2023
Q4 | $285K | Sell |
3,463
-859
| -20% | -$70.7K | 0.18% | 55 |
|
|
2023
Q3 | $337K | Hold |
4,322
| – | – | 0.26% | 52 |
|
|
2023
Q2 | $344K | Hold |
4,322
| – | – | 0.58% | 24 |
|
|
2023
Q1 | $356K | Hold |
4,322
| – | – | 0.29% | 47 |
|
|
2022
Q4 | $372K | Buy |
+4,322
| New | +$372K | 0.32% | 46 |
|