Centaurus Financial’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 | $223K | Buy |
2,802
+2
| +0.1% | +$159 | 0.01% | 690 |
|
|
2025
Q1 | $215K | Buy |
+2,800
| New | +$215K | 0.01% | 660 |
|
|
2023
Q4 | – | Sell |
-3,119
| Closed | -$188K | – | 790 |
|
|
2023
Q3 | $188K | Buy |
+3,119
| New | +$188K | 0.02% | 582 |
|
|
2023
Q2 | – | Sell |
-1,711
| Closed | -$104K | – | 796 |
|
|
2023
Q1 | $104K | Buy |
+1,711
| New | +$104K | 0.01% | 850 |
|