West Coast Financial’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	–	Sell	-3,000	Closed	-$297K	–	36
2025 Q1	$297K	Hold	3,000	–	–	0.03%	139
2024 Q4	$280K	Hold	3,000	–	–	0.03%	143
2024 Q3	$281K	Hold	3,000	–	–	0.03%	149
2024 Q2	$254K	Hold	3,000	–	–	0.03%	149
2024 Q1	$260K	Hold	3,000	–	–	0.03%	146
2023 Q4	$247K	Hold	3,000	–	–	0.03%	144
2023 Q3	$234K	Hold	3,000	–	–	0.03%	136
2023 Q2	$239K	Hold	3,000	–	–	0.03%	139
2023 Q1	$247K	Hold	3,000	–	–	0.04%	125
2022 Q4	$258K	Hold	3,000	–	–	0.04%	115
2022 Q3	$227K	Hold	3,000	–	–	0.04%	109
2022 Q2	$247K	Hold	3,000	–	–	0.04%	108
2022 Q1	$264K	Hold	3,000	–	–	0.04%	117
2021 Q4	$248K	Hold	3,000	–	–	0.04%	123
2021 Q3	$231K	Hold	3,000	–	–	0.04%	121
2021 Q2	$235K	Hold	3,000	–	–	0.04%	123
2021 Q1	$229K	Hold	3,000	–	–	0.04%	117
2020 Q4	$208K	Buy	+3,000	New	+$208K	0.04%	116
2020 Q1	–	Sell	-3,000	Closed	-$230K	–	100
2019 Q4	$230K	Hold	3,000	–	–	0.05%	102
2019 Q3	$223K	Hold	3,000	–	–	0.05%	105
2019 Q2	$218K	Hold	3,000	–	–	0.05%	107
2019 Q1	$217K	Buy	+3,000	New	+$217K	0.05%	111
2018 Q4	–	Sell	-3,000	Closed	-$216K	–	113
2018 Q3	$216K	Hold	3,000	–	–	0.05%	129
2018 Q2	$210K	Hold	3,000	–	–	0.06%	103
2018 Q1	$204K	Hold	3,000	–	–	0.06%	105
2017 Q4	$219K	Hold	3,000	–	–	0.06%	104
2017 Q3	$210K	Hold	3,000	–	–	0.06%	136
2017 Q2	$205K	Hold	3,000	–	–	0.07%	111
2017 Q1	$205K	Hold	3,000	–	–	0.07%	118
2016 Q4	$202K	Buy	+3,000	New	+$202K	0.06%	125
2016 Q3	–	Sell	-3,000	Closed	-$200K	–	136
2016 Q2	$200K	Buy	+3,000	New	+$200K	0.07%	112