Asset Dedication LLC’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 | $72.8K | Buy |
+915
| New | +$72.8K | 0.01% | 460 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$77 | – | 1113 |
|
|
2024
Q3 | $77 | Hold |
1
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q2 | $71 | Hold |
1
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 998 |
|
|
2023
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1005 |
|