Atria Wealth Solutions’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 | $830K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $982K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $869K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $515K | Buy |
|