Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $929K | Sell |
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|
2023
Q1 | $956K | Sell |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $901K | Sell |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $822K | Buy |
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|
2020
Q3 | $512K | Buy |
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|
2020
Q2 | $448K | Buy |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $479K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $409K | Buy |
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|
2015
Q2 | $435K | Sell |
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|
2015
Q1 | $530K | Buy |
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|
2014
Q4 | $319K | Hold |
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|
2014
Q3 | $306K | Hold |
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|
2014
Q2 | $307K | Sell |
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|
2014
Q1 | $299K | Buy |
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|
2013
Q4 | $227K | Hold |
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|
2013
Q3 | $209K | Hold |
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|
2013
Q2 | $202K | Buy |
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