Alta Wealth Advisors’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 | $551K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $626K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $452K | Buy |
|