Ancora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.6K | Hold |
864
| – | – | ﹤0.01% | 1002 |
|
|
2025
Q4 | $73.3K | Hold |
864
| – | – | ﹤0.01% | 1018 |
|
|
2025
Q3 | $72.6K | Hold |
864
| – | – | ﹤0.01% | 948 |
|
|
2025
Q2 | $68.7K | Hold |
864
| – | – | ﹤0.01% | 953 |
|
|
2025
Q1 | $66.5K | Hold |
864
| – | – | ﹤0.01% | 946 |
|
|
2024
Q4 | $65.5K | Hold |
864
| – | – | ﹤0.01% | 944 |
|
|
2024
Q3 | $66.3K | Hold |
864
| – | – | ﹤0.01% | 924 |
|
|
2024
Q2 | $61.2K | Hold |
864
| – | – | ﹤0.01% | 905 |
|
|
2024
Q1 | $61.1K | Hold |
864
| – | – | ﹤0.01% | 916 |
|
|
2023
Q4 | $56.5K | Hold |
864
| – | – | ﹤0.01% | 915 |
|
|
2023
Q3 | $52K | Hold |
864
| – | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $53.6K | Hold |
864
| – | – | ﹤0.01% | 890 |
|
|
2023
Q1 | $52.4K | Hold |
864
| – | – | ﹤0.01% | 902 |
|
|
2022
Q4 | $52K | Hold |
864
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $47K | Hold |
864
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q2 | $50K | Hold |
864
| – | – | ﹤0.01% | 1154 |
|
|
2022
Q1 | $56K | Hold |
864
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q4 | $56K | Hold |
864
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q3 | $51K | Hold |
864
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q2 | $51K | Hold |
864
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q1 | $49K | Hold |
864
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q4 | $45K | Hold |
864
| – | – | ﹤0.01% | 896 |
|
|
2020
Q3 | $41K | Hold |
864
| – | – | ﹤0.01% | 894 |
|
|
2020
Q2 | $39K | Hold |
864
| – | – | ﹤0.01% | 868 |
|
|
2020
Q1 | $34K | Sell |
864
-150
| -15% | -$7.27K | ﹤0.01% | 956 |
|
|
2019
Q4 | $54K | Buy |
+1,014
| New | +$51.6K | ﹤0.01% | 871 |
|
|
2018
Q4 | – | Sell |
-864
| Closed | -$41K | – | 757 |
|
|
2018
Q3 | $41K | Buy |
+864
| New | +$41K | ﹤0.01% | 931 |
|
|
2017
Q1 | – | Sell |
-698
| Closed | -$28K | – | 720 |
|
|
2016
Q4 | $28K | Buy |
+698
| New | +$27.4K | ﹤0.01% | 872 |
|
Other funds holding DTD
6F
CWM
PFG
RPGK
KAS