Waverly Advisors’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 | $986K | Sell |
10,272
-15
| -0.1% | -$1.44K | 0.01% | 619 |
|
|
2025
Q1 | $1.02M | Sell |
10,287
-172
| -2% | -$17.1K | 0.01% | 601 |
|
|
2024
Q4 | $976K | Sell |
10,459
-156
| -1% | -$14.6K | 0.02% | 514 |
|
|
2024
Q3 | $996K | Buy |
10,615
+4
| +0% | +$375 | 0.02% | 444 |
|
|
2024
Q2 | $898K | Sell |
10,611
-1,023
| -9% | -$86.5K | 0.02% | 452 |
|
|
2024
Q1 | $1.01M | Buy |
+11,634
| New | +$1.01M | 0.02% | 365 |
|