Alta Wealth Advisors’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 | $551K | Sell |
6,927
-104
| -1% | -$8.27K | 0.26% | 62 |
|
|
2025
Q1 | $541K | Sell |
7,031
-227
| -3% | -$17.5K | 0.25% | 72 |
|
|
2024
Q4 | $551K | Sell |
7,258
-40
| -0.5% | -$3.04K | 0.24% | 80 |
|
|
2024
Q3 | $560K | Buy |
7,298
+13
| +0.2% | +$997 | 0.26% | 77 |
|
|
2024
Q2 | $516K | Sell |
7,285
-662
| -8% | -$46.9K | 0.26% | 76 |
|
|
2024
Q1 | $562K | Sell |
7,947
-62
| -0.8% | -$4.39K | 0.29% | 75 |
|
|
2023
Q4 | $524K | Sell |
8,009
-2,402
| -23% | -$157K | 0.29% | 78 |
|
|
2023
Q3 | $626K | Sell |
10,411
-14
| -0.1% | -$842 | 0.38% | 74 |
|
|
2023
Q2 | $647K | Buy |
10,425
+1,067
| +11% | +$66.3K | 0.38% | 75 |
|
|
2023
Q1 | $567K | Buy |
9,358
+1,907
| +26% | +$116K | 0.36% | 81 |
|
|
2022
Q4 | $452K | Buy |
+7,451
| New | +$452K | 0.31% | 99 |
|