Cetera Investment Advisers’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 | $28.1M | Sell |
353,057
-212
| -0.1% | -$16.9K | 0.05% | 398 |
|
|
2025
Q1 | $27.2M | Buy |
353,269
+8,291
| +2% | +$638K | 0.05% | 367 |
|
|
2024
Q4 | $26.2M | Buy |
344,978
+15,796
| +5% | +$1.2M | 0.05% | 359 |
|
|
2024
Q3 | $25.2M | Buy |
329,182
+7,080
| +2% | +$543K | 0.06% | 354 |
|
|
2024
Q2 | $22.8M | Buy |
322,102
+11,746
| +4% | +$832K | 0.05% | 363 |
|
|
2024
Q1 | $21.9M | Buy |
310,356
+295,669
| +2,013% | +$20.9M | 0.05% | 362 |
|
|
2023
Q4 | $960K | Buy |
14,687
+3,306
| +29% | +$216K | 0.01% | 1123 |
|
|
2023
Q3 | $685K | Sell |
11,381
-65
| -0.6% | -$3.91K | 0.01% | 1263 |
|
|
2023
Q2 | $711K | Buy |
11,446
+1,709
| +18% | +$106K | 0.01% | 1245 |
|
|
2023
Q1 | $590K | Buy |
9,737
+3,845
| +65% | +$233K | 0.01% | 1332 |
|
|
2022
Q4 | $357K | Buy |
5,892
+1,074
| +22% | +$65.1K | ﹤0.01% | 1554 |
|
|
2022
Q3 | $261K | Sell |
4,818
-495
| -9% | -$26.8K | 0.01% | 1362 |
|
|
2022
Q2 | $308K | Buy |
5,313
+549
| +12% | +$31.8K | ﹤0.01% | 1400 |
|
|
2022
Q1 | $308K | Sell |
4,764
-250
| -5% | -$16.2K | ﹤0.01% | 1461 |
|
|
2021
Q4 | $325K | Sell |
5,014
-498
| -9% | -$32.3K | ﹤0.01% | 1451 |
|
|
2021
Q3 | $324K | Sell |
5,512
-52
| -0.9% | -$3.06K | 0.01% | 1388 |
|
|
2021
Q2 | $330K | Sell |
5,564
-604
| -10% | -$35.8K | 0.01% | 1356 |
|
|
2021
Q1 | $349K | Sell |
6,168
-9,000
| -59% | -$509K | 0.01% | 1175 |
|
|
2020
Q4 | $795K | Buy |
+15,168
| New | +$795K | 0.02% | 759 |
|