BOK Financial Private Wealth’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 | $55.4K | Buy |
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|
2025
Q1 | $32.9K | Hold |
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|
2024
Q4 | $32.5K | Hold |
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|
2024
Q3 | $32.8K | Hold |
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|
2024
Q2 | $30.3K | Hold |
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|
2024
Q1 | $30.3K | Hold |
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|
2023
Q4 | $28K | Hold |
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|
2023
Q3 | $25.8K | Hold |
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|
2023
Q2 | $26.6K | Hold |
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|
2023
Q1 | $25.9K | Hold |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $152K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $238K | Hold |
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|
2019
Q4 | $321K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $270K | Hold |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $255K | Buy |
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