Blue Barn Wealth’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 | $226K | Sell |
2,839
-387
| -12% | -$30.8K | 0.11% | 135 |
|
|
2025
Q1 | $248K | Buy |
3,226
+13
| +0.4% | +$1K | 0.13% | 123 |
|
|
2024
Q4 | $244K | Buy |
3,213
+15
| +0.5% | +$1.14K | 0.13% | 117 |
|
|
2024
Q3 | $245K | Buy |
3,198
+15
| +0.5% | +$1.15K | 0.13% | 124 |
|
|
2024
Q2 | $225K | Buy |
3,183
+16
| +0.5% | +$1.13K | 0.13% | 117 |
|
|
2024
Q1 | $224K | Buy |
3,167
+13
| +0.4% | +$919 | 0.12% | 116 |
|
|
2023
Q4 | $206K | Buy |
+3,154
| New | +$206K | 0.12% | 120 |
|
|
2022
Q1 | – | Sell |
-4,025
| Closed | -$261K | – | 125 |
|
|
2021
Q4 | $261K | Buy |
4,025
+21
| +0.5% | +$1.36K | 0.18% | 91 |
|
|
2021
Q3 | $235K | Buy |
4,004
+18
| +0.5% | +$1.06K | 0.21% | 89 |
|
|
2021
Q2 | $236K | Buy |
+3,986
| New | +$236K | 0.24% | 65 |
|