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 |
-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 | +$200K | 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 | +$211K | 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 | +$197K | 0.06% | 125 |
|
|
2016
Q3 | – | Sell |
-3,000
| Closed | -$200K | – | 136 |
|
|
2016
Q2 | $200K | Buy |
+3,000
| New | +$192K | 0.07% | 112 |
|
Other funds holding DHS
LW
IWP
MLA
West Coast Financial's DHS Position: Q2 2025 in Review
West Coast Financial sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2025, closing a stake of 3,000 shares — an estimated $297K sold.
West Coast Financial first reported a position in DHS in Q2 2016 and held it in 31 quarters. The position peaked at $297K in Q1 2025. 232 funds tracked by Wall St. Rank hold DHS as of Q2 2025.
- West Coast Financial reported no remaining WisdomTree US High Dividend Fund position as of Q2 2025 after selling out during the quarter.
- West Coast Financial sold 3,000 WisdomTree US High Dividend Fund shares in Q2 2025, an estimated $297K.
- West Coast Financial first reported a position in WisdomTree US High Dividend Fund in Q2 2016 and held it in 31 quarters.
- West Coast Financial's WisdomTree US High Dividend Fund position peaked at $297K in Q1 2025.
- 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2025.
Based on West Coast Financial's 13F filing for Q2 2025.