Avantax Advisory Services’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 | $3.83M | Buy |
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|
2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3.4M | Sell |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $2.53M | Buy |
|
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $2.76M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $870K | Buy |
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|
2019
Q4 | $1.11M | Buy |
|