Belpointe Asset Management’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 | $688K | Sell |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $614K | Hold |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $586K | Buy |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $470K | Hold |
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|
2021
Q2 | $474K | Hold |
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|
2021
Q1 | $452K | Sell |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $396K | Hold |
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|
2020
Q2 | $380K | Hold |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $363K | Hold |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $311K | Sell |
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|
2017
Q4 | $399K | Buy |
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|
2017
Q3 | $309K | Buy |
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