Transform Wealth’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
Q1 | $293K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $483K | Buy |
|