Amplius 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 | $444K | Hold |
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|
2025
Q1 | $430K | Hold |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $508K | Hold |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $485K | Hold |
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|
2023
Q1 | $474K | Hold |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $716K | Hold |
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|
2021
Q4 | $718K | Buy |
|