United Capital Financial Advisors’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
Q3 | $292K | Sell |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $477K | Hold |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $458K | Hold |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $808K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $425K | Hold |
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|
2019
Q3 | $412K | Sell |
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|
2019
Q2 | $848K | Sell |
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|
2019
Q1 | $946K | Sell |
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|
2018
Q4 | $857K | Hold |
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|
2018
Q3 | $949K | Sell |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $895K | Hold |
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|
2017
Q4 | $957K | Sell |
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|
2017
Q3 | $995K | Hold |
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|
2017
Q2 | $973K | Hold |
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|
2017
Q1 | $975K | Sell |
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|
2016
Q4 | $1.04M | Hold |
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|
2016
Q3 | $1.02M | Hold |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $971K | Sell |
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|
2015
Q4 | $942K | Hold |
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|
2015
Q3 | $886K | Buy |
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|
2015
Q2 | $930K | Sell |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $976K | Buy |
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|
2014
Q3 | $879K | Buy |
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|
2014
Q2 | $867K | Buy |
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|
2014
Q1 | $648K | Buy |
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|
2013
Q4 | $537K | Sell |
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|
2013
Q3 | $575K | Sell |
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|
2013
Q2 | $591K | Buy |
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