AWA
Amplius Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
5,586
| – | – | 0.04% | 130 |
|
|
2025
Q1 | $430K | Hold |
5,586
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $424K | Hold |
5,586
| – | – | 0.04% | 118 |
|
|
2024
Q3 | $428K | Hold |
5,586
| – | – | 0.05% | 107 |
|
|
2024
Q2 | $396K | Sell |
5,586
-1,600
| -22% | -$113K | 0.04% | 109 |
|
|
2024
Q1 | $508K | Hold |
7,186
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $470K | Sell |
7,186
-130
| -2% | -$8.5K | 0.06% | 98 |
|
|
2023
Q3 | $440K | Sell |
7,316
-500
| -6% | -$30.1K | 0.06% | 102 |
|
|
2023
Q2 | $485K | Hold |
7,816
| – | – | 0.07% | 100 |
|
|
2023
Q1 | $474K | Hold |
7,816
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $474K | Hold |
7,816
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $424K | Buy |
7,816
+130
| +2% | +$7.05K | 0.08% | 98 |
|
|
2022
Q2 | $445K | Sell |
7,686
-3,406
| -31% | -$197K | 0.07% | 101 |
|
|
2022
Q1 | $716K | Hold |
11,092
| – | – | 0.11% | 79 |
|
|
2021
Q4 | $718K | Buy |
+11,092
| New | +$718K | 0.1% | 81 |
|