Baird Financial Group’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 | $556K | Sell |
6,993
-1
| -0% | -$80 | ﹤0.01% | 1385 |
|
|
2025
Q1 | $538K | Hold |
6,994
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q4 | $531K | Hold |
6,994
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q3 | $536K | Hold |
6,994
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q2 | $495K | Hold |
6,994
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q1 | $495K | Buy |
6,994
+1
| +0% | +$71 | ﹤0.01% | 1386 |
|
|
2023
Q4 | $457K | Sell |
6,993
-1
| -0% | -$65 | ﹤0.01% | 1378 |
|
|
2023
Q3 | $421K | Buy |
6,994
+1
| +0% | +$60 | ﹤0.01% | 1398 |
|
|
2023
Q2 | $434K | Hold |
6,993
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q1 | $424K | Sell |
6,993
-1
| -0% | -$61 | ﹤0.01% | 1374 |
|
|
2022
Q4 | $424K | Buy |
6,994
+1
| +0% | +$61 | ﹤0.01% | 1352 |
|
|
2022
Q3 | $379K | Hold |
6,993
| – | – | ﹤0.01% | 1374 |
|
|
2022
Q2 | $405K | Hold |
6,993
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q1 | $451K | Sell |
6,993
-1
| -0% | -$64 | ﹤0.01% | 1453 |
|
|
2021
Q4 | $453K | Sell |
6,994
-412
| -6% | -$26.7K | ﹤0.01% | 1515 |
|
|
2021
Q3 | $435K | Hold |
7,406
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q2 | $439K | Sell |
7,406
-300
| -4% | -$17.8K | ﹤0.01% | 1441 |
|
|
2021
Q1 | $436K | Sell |
7,706
-98
| -1% | -$5.55K | ﹤0.01% | 1390 |
|
|
2020
Q4 | $409K | Buy |
7,804
+824
| +12% | +$43.2K | ﹤0.01% | 1283 |
|
|
2020
Q3 | $328K | Hold |
6,980
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q2 | $314K | Hold |
6,980
| – | – | ﹤0.01% | 1290 |
|
|
2020
Q1 | $273K | Hold |
6,980
| – | – | ﹤0.01% | 1233 |
|
|
2019
Q4 | $368K | Sell |
6,980
-34
| -0.5% | -$1.79K | ﹤0.01% | 1258 |
|
|
2019
Q3 | $348K | Sell |
7,014
-302
| -4% | -$15K | ﹤0.01% | 1275 |
|
|
2019
Q2 | $356K | Buy |
7,316
+716
| +11% | +$34.8K | ﹤0.01% | 1289 |
|
|
2019
Q1 | $312K | Sell |
6,600
-412
| -6% | -$19.5K | ﹤0.01% | 1140 |
|
|
2018
Q4 | $297K | Buy |
7,012
+410
| +6% | +$17.4K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $317K | Buy |
+6,602
| New | +$317K | ﹤0.01% | 1165 |
|