Atria 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 | $5.42M | Buy |
68,135
+3,965
| +6% | +$315K | 0.06% | 356 |
|
|
2025
Q1 | $4.94M | Buy |
64,170
+54,753
| +581% | +$4.21M | 0.06% | 377 |
|
|
2024
Q4 | $714K | Buy |
9,417
+1,937
| +26% | +$147K | 0.01% | 1145 |
|
|
2024
Q3 | $574K | Buy |
7,480
+1,042
| +16% | +$79.9K | 0.01% | 1255 |
|
|
2024
Q2 | $456K | Sell |
6,438
-14,913
| -70% | -$1.06M | 0.01% | 1351 |
|
|
2024
Q1 | $1.51M | Sell |
21,351
-4,450
| -17% | -$315K | 0.02% | 772 |
|
|
2023
Q4 | $1.69M | Sell |
25,801
-10,613
| -29% | -$694K | 0.03% | 663 |
|
|
2023
Q3 | $2.19M | Buy |
36,414
+4,203
| +13% | +$253K | 0.04% | 543 |
|
|
2023
Q2 | $2M | Buy |
+32,211
| New | +$2M | 0.04% | 553 |
|
|
2023
Q1 | – | Sell |
-23,204
| Closed | -$1.41M | – | 829 |
|
|
2022
Q4 | $1.41M | Buy |
+23,204
| New | +$1.41M | 0.03% | 631 |
|