Western Pacific Wealth Management’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 | $93.3K | Sell |
972
-385
| -28% | -$37K | 0.09% | 103 |
|
|
2025
Q1 | $135K | Hold |
1,357
| – | – | 0.12% | 83 |
|
|
2024
Q4 | $127K | Buy |
1,357
+197
| +17% | +$18.4K | 0.1% | 91 |
|
|
2024
Q3 | $109K | Hold |
1,160
| – | – | 0.07% | 114 |
|
|
2024
Q2 | $98.1K | Hold |
1,160
| – | – | 0.07% | 100 |
|
|
2024
Q1 | $101K | Hold |
1,160
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $95.3K | Hold |
1,160
| – | – | 0.07% | 95 |
|
|
2023
Q3 | $90.6K | Hold |
1,160
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $92.3K | Hold |
1,160
| – | – | 0.07% | 87 |
|
|
2023
Q1 | $95.4K | Hold |
1,160
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $99.8K | Hold |
1,160
| – | – | 0.08% | 79 |
|
|
2022
Q3 | $87K | Hold |
1,160
| – | – | 0.09% | 59 |
|
|
2022
Q2 | $95K | Hold |
1,160
| – | – | 0.09% | 46 |
|
|
2022
Q1 | $102K | Hold |
1,160
| – | – | 0.07% | 57 |
|
|
2021
Q4 | $95K | Buy |
+1,160
| New | +$95K | 0.06% | 70 |
|