Center for Financial Planning’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 | $78.1K | Hold |
982
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $75.6K | Hold |
982
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $74.5K | Hold |
982
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $75.3K | Hold |
982
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $69.6K | Hold |
982
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $69.4K | Hold |
982
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $64.2K | Hold |
982
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $59.1K | Hold |
982
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $61K | Buy |
+982
| New | +$61K | 0.01% | 201 |
|