Arvest Investments’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 | $399K | Sell |
5,022
-13,470
| -73% | -$1.07M | 0.06% | 141 |
|
|
2025
Q1 | $1.42M | Sell |
18,492
-751
| -4% | -$57.8K | 0.22% | 100 |
|
|
2024
Q4 | $1.46M | Sell |
19,243
-8,157
| -30% | -$619K | 0.23% | 99 |
|
|
2024
Q3 | $2.1M | Sell |
27,400
-3,051
| -10% | -$234K | 0.32% | 71 |
|
|
2024
Q2 | $2.16M | Sell |
30,451
-1,146
| -4% | -$81.2K | 0.35% | 63 |
|
|
2024
Q1 | $2.23M | Sell |
31,597
-4,998
| -14% | -$353K | 0.35% | 61 |
|
|
2023
Q4 | $2.39M | Buy |
+36,595
| New | +$2.39M | 0.39% | 54 |
|