Cerity Partners’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 | $509K | Hold |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $332K | Buy |
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