Wealth Enhancement Advisory Services’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 | $1.01M | Sell |
10,326
-2,201
| -18% | -$216K | ﹤0.01% | 1735 |
|
|
2025
Q1 | $1.24M | Buy |
12,527
+6,591
| +111% | +$654K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $554K | Buy |
+5,936
| New | +$554K | ﹤0.01% | 1904 |
|
|
2024
Q3 | – | Sell |
-2,607
| Closed | -$221K | – | 2673 |
|
|
2024
Q2 | $221K | Buy |
2,607
+130
| +5% | +$11K | ﹤0.01% | 2209 |
|
|
2024
Q1 | $215K | Sell |
2,477
-152
| -6% | -$13.2K | ﹤0.01% | 2147 |
|
|
2023
Q4 | $216K | Buy |
+2,629
| New | +$216K | ﹤0.01% | 2039 |
|