Atria Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.41M | Buy |
|