AssetMark Inc
DTD icon

AssetMark Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

AssetMark Inc’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.8K Hold
669
– – ﹤0.01% 1707
2025
Q4 		$56.8K Sell
669
-29
-4% -$2.44K ﹤0.01% 1675
2025
Q3 		$58.6K Sell
698
-12,924
-95% -$1.06M ﹤0.01% 1582
2025
Q2 		$1.08M Buy
13,622
+11,958
+719% +$905K ﹤0.01% 907
2025
Q1 		$128K Buy
1,664
+1,656
+20,700% +$129K ﹤0.01% 1230
2024
Q4 		$607 Buy
+8
New +$623 ﹤0.01% 2340
2024
Q2 		– Sell
-36
Closed -$2.55K – 2137
2024
Q1 		$2.55K Buy
+36
New +$2.42K ﹤0.01% 1558
2023
Q4 		– Sell
-70
Closed -$4.21K – 1876
2023
Q3 		$4.21K Buy
70
+58
+483% +$3.62K ﹤0.01% 1408
2023
Q2 		$745 Buy
+12
New +$727 ﹤0.01% 1485
2023
Q1 		– Sell
-13,672
Closed -$829K – 1618
2022
Q4 		$829K Buy
+13,672
New +$820K ﹤0.01% 615
2020
Q4 		– Sell
-4
Closed – – 1407
2020
Q3 		$0 Buy
+4
New +$188 ﹤0.01% 1330

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