Bristlecone Advisors’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 | $34.7K | Hold |
436
| – | – | ﹤0.01% | 262 |
|
|
2025
Q1 | $33.6K | Buy |
436
+6
| +1% | +$462 | ﹤0.01% | 326 |
|
|
2024
Q4 | $32.6K | Hold |
430
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $33K | Buy |
+430
| New | +$33K | ﹤0.01% | 325 |
|
|
2023
Q2 | – | Sell |
-430
| Closed | -$26.1K | – | 282 |
|
|
2023
Q1 | $26.1K | Buy |
+430
| New | +$26.1K | ﹤0.01% | 312 |
|