Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $104K | Hold |
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|
2024
Q3 | $105K | Sell |
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|
2024
Q2 | $98.5K | Sell |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $147K | Hold |
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|
2022
Q1 | $164K | Hold |
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|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $120K | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $972K | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $2.35M | Sell |
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|
2018
Q1 | $2.32M | Sell |
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|
2017
Q4 | $4.84M | Sell |
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|
2017
Q3 | $4.6M | Buy |
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|
2017
Q2 | $4.43M | Buy |
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|
2017
Q1 | $4.33M | Buy |
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|
2016
Q4 | $3.83M | Buy |
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