AE Wealth 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 | $111K | Buy |
1,402
+151
| +12% | +$12K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $96.2K | Buy |
1,251
+1
| +0.1% | +$77 | ﹤0.01% | 1450 |
|
|
2024
Q4 | $94.8K | Buy |
+1,250
| New | +$94.8K | ﹤0.01% | 1445 |
|
|
2024
Q1 | – | Sell |
-12,504
| Closed | -$828K | – | 1363 |
|
|
2023
Q4 | $828K | Buy |
12,504
+129
| +1% | +$8.54K | ﹤0.01% | 1222 |
|
|
2023
Q3 | $745K | Buy |
12,375
+240
| +2% | +$14.4K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $753K | Sell |
12,135
-104
| -0.8% | -$6.46K | ﹤0.01% | 1198 |
|
|
2023
Q1 | $742K | Sell |
12,239
-650
| -5% | -$39.4K | ﹤0.01% | 1166 |
|
|
2022
Q4 | $782K | Sell |
12,889
-49,346
| -79% | -$2.99M | 0.01% | 1094 |
|
|
2022
Q3 | $3.38M | Sell |
62,235
-11,178
| -15% | -$607K | 0.03% | 531 |
|
|
2022
Q2 | $4.25M | Sell |
73,413
-2,361
| -3% | -$137K | 0.03% | 437 |
|
|
2022
Q1 | $4.89M | Buy |
75,774
+14,373
| +23% | +$928K | 0.03% | 444 |
|
|
2021
Q4 | $3.98M | Buy |
+61,401
| New | +$3.98M | 0.03% | 483 |
|