AE Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
|
|||||
|
2025
Q1 | $96.2K | Buy |
|
|||||
|
2024
Q4 | $94.8K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $828K | Buy |
|
|||||
|
2023
Q3 | $745K | Buy |
|
|||||
|
2023
Q2 | $753K | Sell |
|
|||||
|
2023
Q1 | $742K | Sell |
|
|||||
|
2022
Q4 | $782K | Sell |
|
|||||
|
2022
Q3 | $3.38M | Sell |
|
|||||
|
2022
Q2 | $4.25M | Sell |
|
|||||
|
2022
Q1 | $4.89M | Buy |
|
|||||
|
2021
Q4 | $3.98M | Buy |
|