Capital Advisory Group Advisory Services’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
Q3 | $2.77M | Buy |
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|
2025
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.42M | Buy |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.18M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.16M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $700K | Buy |
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|
2020
Q2 | $666K | Buy |
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