Baird Financial Group’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 | $556K | Sell |
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|
2025
Q1 | $538K | Hold |
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|
2024
Q4 | $531K | Hold |
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|
2024
Q3 | $536K | Hold |
|
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|
2024
Q2 | $495K | Hold |
|
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|
2024
Q1 | $495K | Buy |
|
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|
2023
Q4 | $457K | Sell |
|
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|
2023
Q3 | $421K | Buy |
|
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $424K | Sell |
|
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $453K | Sell |
|
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $328K | Hold |
|
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|
2020
Q2 | $314K | Hold |
|
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|
2020
Q1 | $273K | Hold |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $348K | Sell |
|
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $317K | Buy |
|