Advisors Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
2,645
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $204K | Hold |
2,645
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $201K | Hold |
2,645
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $203K | Buy |
+2,645
| New | +$203K | ﹤0.01% | 483 |
|
|
2021
Q4 | – | Sell |
-3,962
| Closed | -$233K | – | 423 |
|
|
2021
Q3 | $233K | Buy |
+3,962
| New | +$233K | 0.01% | 383 |
|