TruNorth Capital Management’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 | $76.8K | Hold |
800
| – | – | 0.02% | 133 |
|
|
2025
Q1 | $79.3K | Sell |
800
-272
| -25% | -$27K | 0.02% | 160 |
|
|
2024
Q4 | $100K | Hold |
1,072
| – | – | 0.03% | 101 |
|
|
2024
Q3 | $101K | Hold |
1,072
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $90.7K | Hold |
1,072
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $92.9K | Buy |
+1,072
| New | +$92.9K | 0.03% | 82 |
|