Allegheny Financial Group’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 | $280K | Buy |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $271K | Buy |
|
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $247K | Buy |
|
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $211K | Buy |
|