CIBC Private Wealth Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Hold |
962
| – | – | ﹤0.01% | 1506 |
|
|
2025
Q1 | $65.8K | Hold |
962
| – | – | ﹤0.01% | 1533 |
|
|
2024
Q4 | $73.2K | Buy |
962
+62
| +7% | +$4.72K | ﹤0.01% | 1532 |
|
|
2024
Q3 | $69K | Hold |
900
| – | – | ﹤0.01% | 1652 |
|
|
2024
Q2 | $64.1K | Hold |
900
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q1 | $63.4K | Buy |
+900
| New | +$63.4K | ﹤0.01% | 1572 |
|