Arax Advisory Partners’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 | $16.2K | Buy |
204
+1
| +0.5% | +$80 | ﹤0.01% | 1739 |
|
|
2025
Q1 | $15.6K | Buy |
203
+1
| +0.5% | +$77 | ﹤0.01% | 1403 |
|
|
2024
Q4 | $15.3K | Buy |
202
+1
| +0.5% | +$76 | ﹤0.01% | 1317 |
|
|
2024
Q3 | $15.4K | Buy |
201
+1
| +0.5% | +$77 | ﹤0.01% | 1199 |
|
|
2024
Q2 | $14.2K | Buy |
200
+1
| +0.5% | +$71 | ﹤0.01% | 1105 |
|
|
2024
Q1 | $14.1K | Buy |
199
+1
| +0.5% | +$71 | ﹤0.01% | 721 |
|
|
2023
Q4 | $12.9K | Buy |
198
+1
| +0.5% | +$65 | ﹤0.01% | 726 |
|
|
2023
Q3 | $11.8K | Buy |
+197
| New | +$11.8K | ﹤0.01% | 684 |
|