Western 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 | $359K | Sell |
3,736
-254
| -6% | -$24.4K | 0.02% | 510 |
|
|
2025
Q1 | $396K | Buy |
3,990
+258
| +7% | +$25.6K | 0.03% | 444 |
|
|
2024
Q4 | $348K | Buy |
3,732
+973
| +35% | +$90.8K | 0.02% | 473 |
|
|
2024
Q3 | $259K | Buy |
2,759
+2
| +0.1% | +$188 | 0.01% | 651 |
|
|
2024
Q2 | $233K | Buy |
2,757
+52
| +2% | +$4.4K | 0.02% | 578 |
|
|
2024
Q1 | $234K | Hold |
2,705
| – | – | 0.02% | 580 |
|
|
2023
Q4 | $222K | Hold |
2,705
| – | – | 0.02% | 628 |
|
|
2023
Q3 | $211K | Sell |
2,705
-35
| -1% | -$2.73K | 0.02% | 600 |
|
|
2023
Q2 | $218K | Sell |
2,740
-4,128
| -60% | -$328K | 0.02% | 596 |
|
|
2023
Q1 | $565K | Sell |
6,868
-759
| -10% | -$62.4K | 0.05% | 343 |
|
|
2022
Q4 | $656K | Buy |
+7,627
| New | +$656K | 0.07% | 302 |
|