Cerity Partners’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 | $482K | Buy |
6,059
+135
| +2% | +$10.7K | ﹤0.01% | 1880 |
|
|
2025
Q1 | $456K | Hold |
5,924
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q4 | $449K | Hold |
5,924
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q3 | $454K | Hold |
5,924
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q2 | $420K | Hold |
5,924
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q1 | $419K | Hold |
5,924
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q4 | $388K | Buy |
5,924
+1,600
| +37% | +$105K | ﹤0.01% | 1384 |
|
|
2023
Q3 | $260K | Sell |
4,324
-1,600
| -27% | -$96.3K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $367K | Hold |
5,924
| – | – | ﹤0.01% | 1309 |
|
|
2023
Q1 | $358K | Hold |
5,924
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q4 | $359K | Buy |
5,924
+200
| +3% | +$12.1K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $311K | Hold |
5,724
| – | – | ﹤0.01% | 875 |
|
|
2022
Q2 | $332K | Buy |
+5,724
| New | +$332K | ﹤0.01% | 869 |
|