Brookstone Capital Management’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 | $444K | Sell |
5,587
-2,153
| -28% | -$171K | 0.01% | 770 |
|
|
2025
Q1 | $596K | Sell |
7,740
-875
| -10% | -$67.3K | 0.01% | 673 |
|
|
2024
Q4 | $654K | Sell |
8,615
-4,842
| -36% | -$367K | 0.01% | 627 |
|
|
2024
Q3 | $1.03M | Sell |
13,457
-8,807
| -40% | -$675K | 0.02% | 512 |
|
|
2024
Q2 | $1.65M | Sell |
22,264
-14,965
| -40% | -$1.11M | 0.03% | 405 |
|
|
2024
Q1 | $2.63M | Sell |
37,229
-10,665
| -22% | -$754K | 0.05% | 315 |
|
|
2023
Q4 | $3.13M | Buy |
47,894
+43,497
| +989% | +$2.84M | 0.06% | 261 |
|
|
2023
Q3 | $263K | Buy |
+4,397
| New | +$263K | 0.01% | 712 |
|