Avant Capital’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 | $2.57M | Buy |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.55M | Buy |
|