CAPTRUST Financial Advisors’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 | $1.25M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $970K | Hold |
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|
2021
Q2 | $979K | Hold |
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|
2021
Q1 | $934K | Sell |
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|
2020
Q4 | $869K | Sell |
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|
2020
Q3 | $838K | Buy |
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $849K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $484K | Sell |
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|
2018
Q2 | $473K | Buy |
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|
2018
Q1 | $453K | Buy |
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|
2017
Q4 | $482K | Sell |
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|
2017
Q3 | $470K | Buy |
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