Bessemer 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 | $11K | Hold |
140
| – | – | ﹤0.01% | 1773 |
|
|
2025
Q1 | $11K | Hold |
140
| – | – | ﹤0.01% | 1728 |
|
|
2024
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 1640 |
|
|
2024
Q2 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 1519 |
|
|
2022
Q4 | – | Sell |
-800
| Closed | -$43K | – | 1959 |
|
|
2022
Q3 | $43K | Buy |
+800
| New | +$43K | ﹤0.01% | 1201 |
|