Ancora 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 | $68.7K | Hold |
864
| – | – | ﹤0.01% | 940 |
|
|
2025
Q1 | $66.5K | Hold |
864
| – | – | ﹤0.01% | 932 |
|
|
2024
Q4 | $65.5K | Hold |
864
| – | – | ﹤0.01% | 929 |
|
|
2024
Q3 | $66.3K | Hold |
864
| – | – | ﹤0.01% | 907 |
|
|
2024
Q2 | $61.2K | Hold |
864
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $61.1K | Hold |
864
| – | – | ﹤0.01% | 893 |
|
|
2023
Q4 | $56.5K | Hold |
864
| – | – | ﹤0.01% | 883 |
|
|
2023
Q3 | $52K | Hold |
864
| – | – | ﹤0.01% | 881 |
|
|
2023
Q2 | $53.6K | Hold |
864
| – | – | ﹤0.01% | 865 |
|
|
2023
Q1 | $52.4K | Hold |
864
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $52K | Hold |
864
| – | – | ﹤0.01% | 929 |
|
|
2022
Q3 | $47K | Hold |
864
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q2 | $50K | Hold |
864
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q1 | $56K | Hold |
864
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q4 | $56K | Hold |
864
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q3 | $51K | Hold |
864
| – | – | ﹤0.01% | 1159 |
|
|
2021
Q2 | $51K | Hold |
864
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q1 | $49K | Hold |
864
| – | – | ﹤0.01% | 1052 |
|
|
2020
Q4 | $45K | Hold |
864
| – | – | ﹤0.01% | 878 |
|
|
2020
Q3 | $41K | Hold |
864
| – | – | ﹤0.01% | 868 |
|
|
2020
Q2 | $39K | Hold |
864
| – | – | ﹤0.01% | 842 |
|
|
2020
Q1 | $34K | Sell |
864
-150
| -15% | -$5.9K | ﹤0.01% | 916 |
|
|
2019
Q4 | $54K | Buy |
+1,014
| New | +$54K | ﹤0.01% | 856 |
|
|
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 | +$28K | ﹤0.01% | 872 |
|