Cherrydale Wealth Management’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 | $1.48M | Buy |
18,648
+108
| +0.6% | +$8.59K | 0.52% | 24 |
|
|
2025
Q1 | $1.43M | Buy |
18,540
+84
| +0.5% | +$6.46K | 0.56% | 19 |
|
|
2024
Q4 | $1.4M | Buy |
18,456
+101
| +0.6% | +$7.66K | 0.54% | 21 |
|
|
2024
Q3 | $1.41M | Buy |
18,355
+98
| +0.5% | +$7.51K | 0.58% | 18 |
|
|
2024
Q2 | $1.29M | Buy |
18,257
+107
| +0.6% | +$7.58K | 0.57% | 20 |
|
|
2024
Q1 | $1.28M | Buy |
18,150
+86
| +0.5% | +$6.08K | 0.6% | 20 |
|
|
2023
Q4 | $1.18M | Buy |
18,064
+132
| +0.7% | +$8.63K | 0.62% | 20 |
|
|
2023
Q3 | $1.08M | Buy |
17,932
+114
| +0.6% | +$6.86K | 0.64% | 19 |
|
|
2023
Q2 | $1.11M | Buy |
17,818
+108
| +0.6% | +$6.71K | 0.77% | 14 |
|
|
2023
Q1 | $1.07M | Buy |
17,710
+107
| +0.6% | +$6.48K | 0.81% | 14 |
|
|
2022
Q4 | $1.07M | Buy |
17,603
+132
| +0.8% | +$8.01K | 0.88% | 11 |
|
|
2022
Q3 | $948K | Buy |
17,471
+127
| +0.7% | +$6.89K | 0.88% | 14 |
|
|
2022
Q2 | $1M | Buy |
17,344
+131
| +0.8% | +$7.58K | 0.92% | 14 |
|
|
2022
Q1 | $1.11M | Buy |
17,213
+64
| +0.4% | +$4.13K | 0.82% | 17 |
|
|
2021
Q4 | $1.11M | Buy |
+17,149
| New | +$1.11M | 0.83% | 18 |
|