Atria Wealth Solutions’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 | $830K | Sell |
10,255
-3,174
| -24% | -$257K | 0.02% | 718 |
|
|
2025
Q1 | $1.03M | Buy |
13,429
+484
| +4% | +$37.2K | 0.01% | 871 |
|
|
2024
Q4 | $982K | Sell |
12,945
-492
| -4% | -$37.3K | 0.01% | 921 |
|
|
2024
Q3 | $1.03M | Buy |
13,437
+61
| +0.5% | +$4.68K | 0.01% | 898 |
|
|
2024
Q2 | $947K | Buy |
13,376
+2,881
| +27% | +$204K | 0.01% | 910 |
|
|
2024
Q1 | $742K | Sell |
10,495
-6,015
| -36% | -$425K | 0.01% | 1045 |
|
|
2023
Q4 | $1.08M | Buy |
16,510
+1,236
| +8% | +$80.8K | 0.01% | 822 |
|
|
2023
Q3 | $919K | Buy |
15,274
+1,280
| +9% | +$77K | 0.01% | 852 |
|
|
2023
Q2 | $869K | Buy |
13,994
+6,580
| +89% | +$409K | 0.01% | 899 |
|
|
2023
Q1 | $449K | Buy |
7,414
+2,693
| +57% | +$163K | 0.01% | 1188 |
|
|
2022
Q4 | $286K | Buy |
4,721
+450
| +11% | +$27.3K | ﹤0.01% | 1381 |
|
|
2022
Q3 | $232K | Buy |
4,271
+325
| +8% | +$17.6K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $229K | Sell |
3,946
-4,036
| -51% | -$234K | ﹤0.01% | 1341 |
|
|
2022
Q1 | $515K | Buy |
+7,982
| New | +$515K | 0.01% | 1054 |
|