Avant Capital’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 | $2.57M | Buy |
32,338
+876
| +3% | +$69.7K | 1.99% | 19 |
|
|
2025
Q1 | $2.42M | Buy |
31,462
+1,412
| +5% | +$109K | 2.01% | 20 |
|
|
2024
Q4 | $2.28M | Buy |
+30,050
| New | +$2.28M | 1.89% | 21 |
|
|
2023
Q3 | $1.76M | Buy |
29,271
+120
| +0.4% | +$7.22K | 2.01% | 19 |
|
|
2023
Q2 | $1.81M | Buy |
29,151
+2,207
| +8% | +$137K | 2% | 19 |
|
|
2023
Q1 | $1.63M | Buy |
26,944
+3,973
| +17% | +$241K | 1.89% | 19 |
|
|
2022
Q4 | $1.39M | Sell |
22,971
-1,236
| -5% | -$75K | 1.71% | 19 |
|
|
2022
Q3 | $1.31M | Buy |
24,207
+776
| +3% | +$42.1K | 1.77% | 19 |
|
|
2022
Q2 | $1.36M | Buy |
23,431
+109
| +0.5% | +$6.31K | 1.75% | 19 |
|
|
2022
Q1 | $1.51M | Sell |
23,322
-608
| -3% | -$39.3K | 1.68% | 21 |
|
|
2021
Q4 | $1.55M | Buy |
+23,930
| New | +$1.55M | 1.7% | 21 |
|