Avestar 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 | $586K | Hold |
7,366
| – | – | 0.04% | 265 |
|
|
2025
Q1 | $567K | Hold |
7,366
| – | – | 0.05% | 228 |
|
|
2024
Q4 | $559K | Buy |
7,366
+3,905
| +113% | +$296K | 0.05% | 238 |
|
|
2024
Q3 | $265K | Buy |
3,461
+286
| +9% | +$21.9K | 0.03% | 355 |
|
|
2024
Q2 | $225K | Hold |
3,175
| – | – | 0.02% | 367 |
|
|
2024
Q1 | $225K | Buy |
+3,175
| New | +$225K | 0.02% | 373 |
|