Avantax Advisory Services’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 | $3.83M | Buy |
48,196
+2,137
| +5% | +$170K | 0.02% | 543 |
|
|
2025
Q1 | $3.54M | Buy |
46,059
+5,034
| +12% | +$387K | 0.02% | 523 |
|
|
2024
Q4 | $3.11M | Sell |
41,025
-3,367
| -8% | -$255K | 0.02% | 549 |
|
|
2024
Q3 | $3.4M | Sell |
44,392
-570
| -1% | -$43.7K | 0.02% | 504 |
|
|
2024
Q2 | $3.18M | Buy |
44,962
+2,614
| +6% | +$185K | 0.02% | 507 |
|
|
2024
Q1 | $2.99M | Buy |
42,348
+3,671
| +9% | +$260K | 0.03% | 430 |
|
|
2023
Q4 | $2.53M | Buy |
38,677
+10,832
| +39% | +$708K | 0.03% | 445 |
|
|
2023
Q3 | $1.68M | Buy |
27,845
+49
| +0.2% | +$2.95K | 0.02% | 511 |
|
|
2023
Q2 | $1.73M | Buy |
27,796
+210
| +0.8% | +$13K | 0.02% | 501 |
|
|
2023
Q1 | $1.67M | Sell |
27,586
-223
| -0.8% | -$13.5K | 0.02% | 491 |
|
|
2022
Q4 | $1.69M | Sell |
27,809
-460
| -2% | -$27.9K | 0.02% | 467 |
|
|
2022
Q3 | $1.53M | Sell |
28,269
-62
| -0.2% | -$3.36K | 0.02% | 437 |
|
|
2022
Q2 | $1.64M | Buy |
28,331
+3,411
| +14% | +$198K | 0.02% | 425 |
|
|
2022
Q1 | $1.61M | Sell |
24,920
-565
| -2% | -$36.5K | 0.02% | 429 |
|
|
2021
Q4 | $1.65M | Sell |
25,485
-859
| -3% | -$55.6K | 0.02% | 401 |
|
|
2021
Q3 | $1.55M | Buy |
26,344
+140
| +0.5% | +$8.22K | 0.03% | 392 |
|
|
2021
Q2 | $1.55M | Sell |
26,204
-574
| -2% | -$34K | 0.03% | 382 |
|
|
2021
Q1 | $1.51M | Buy |
26,778
+676
| +3% | +$38.2K | 0.03% | 348 |
|
|
2020
Q4 | $1.37M | Sell |
26,102
-32,552
| -55% | -$1.7M | 0.03% | 336 |
|
|
2020
Q3 | $2.76M | Buy |
58,654
+32,008
| +120% | +$1.51M | 0.04% | 302 |
|
|
2020
Q2 | $1.2M | Buy |
26,646
+4,384
| +20% | +$198K | 0.03% | 309 |
|
|
2020
Q1 | $870K | Buy |
22,262
+1,160
| +5% | +$45.3K | 0.03% | 324 |
|
|
2019
Q4 | $1.12M | Buy |
+21,102
| New | +$1.12M | 0.03% | 307 |
|