West Coast Financial’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
Q2 | – | Sell |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $205K | Hold |
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|
2017
Q1 | $205K | Hold |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $200K | Buy |
|