Commonwealth Equity Services’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 | $3.93M | Buy |
49,452
+1,391
| +3% | +$111K | 0.01% | 1487 |
|
|
2025
Q1 | $3.7M | Sell |
48,061
-625
| -1% | -$48.1K | 0.01% | 1479 |
|
|
2024
Q4 | $3.69M | Buy |
48,686
+481
| +1% | +$36.5K | 0.01% | 1438 |
|
|
2024
Q3 | $3.7M | Sell |
48,205
-1,301
| -3% | -$99.8K | 0.01% | 1425 |
|
|
2024
Q2 | $3.51M | Buy |
49,506
+6,106
| +14% | +$433K | 0.01% | 1412 |
|
|
2024
Q1 | $3.07M | Sell |
43,400
-369
| -0.8% | -$26.1K | 0.01% | 1481 |
|
|
2023
Q4 | $2.86M | Buy |
43,769
+1,188
| +3% | +$77.7K | 0.01% | 1462 |
|
|
2023
Q3 | $2.56M | Sell |
42,581
-285
| -0.7% | -$17.1K | 0.01% | 1447 |
|
|
2023
Q2 | $2.66M | Sell |
42,866
-330
| -0.8% | -$20.5K | 0.01% | 1434 |
|
|
2023
Q1 | $2.62K | Sell |
43,196
-348
| -0.8% | -$21 | 0.01% | 1394 |
|
|
2022
Q4 | $2.64M | Buy |
43,544
+3,721
| +9% | +$226K | 0.01% | 1314 |
|
|
2022
Q3 | $2.16M | Buy |
39,823
+4,678
| +13% | +$254K | 0.01% | 1368 |
|
|
2022
Q2 | $2.04M | Sell |
35,145
-3,429
| -9% | -$199K | 0.01% | 1419 |
|
|
2022
Q1 | $2.49M | Buy |
38,574
+794
| +2% | +$51.3K | 0.01% | 1368 |
|
|
2021
Q4 | $2.45M | Buy |
37,780
+136
| +0.4% | +$8.8K | 0.01% | 1373 |
|
|
2021
Q3 | $2.21M | Buy |
37,644
+580
| +2% | +$34.1K | 0.01% | 1366 |
|
|
2021
Q2 | $2.2M | Sell |
37,064
-1,138
| -3% | -$67.4K | 0.01% | 1360 |
|
|
2021
Q1 | $2.16M | Sell |
38,202
-36,488
| -49% | -$2.06M | 0.01% | 1267 |
|
|
2020
Q4 | $3.92M | Buy |
74,690
+25,178
| +51% | +$1.32M | 0.01% | 850 |
|
|
2020
Q3 | $2.33M | Sell |
49,512
-3,952
| -7% | -$186K | 0.01% | 1009 |
|
|
2020
Q2 | $2.41M | Sell |
53,464
-17,684
| -25% | -$796K | 0.01% | 936 |
|
|
2020
Q1 | $2.79M | Sell |
71,148
-12,338
| -15% | -$483K | 0.01% | 744 |
|
|
2019
Q4 | $4.41M | Buy |
83,486
+15,536
| +23% | +$820K | 0.02% | 668 |
|
|
2019
Q3 | $3.37M | Buy |
67,950
+2,978
| +5% | +$148K | 0.01% | 722 |
|
|
2019
Q2 | $3.16M | Sell |
64,972
-30
| -0% | -$1.46K | 0.01% | 743 |
|
|
2019
Q1 | $3.08M | Buy |
65,002
+4
| +0% | +$189 | 0.01% | 728 |
|
|
2018
Q4 | $2.75M | Buy |
64,998
+2,432
| +4% | +$103K | 0.01% | 694 |
|
|
2018
Q3 | $3M | Buy |
62,566
+180
| +0.3% | +$8.64K | 0.01% | 736 |
|
|
2018
Q2 | $2.84M | Sell |
62,386
-552
| -0.9% | -$25.2K | 0.01% | 727 |
|
|
2018
Q1 | $2.8M | Buy |
62,938
+2,372
| +4% | +$106K | 0.02% | 701 |
|
|
2017
Q4 | $2.82M | Sell |
60,566
-348
| -0.6% | -$16.2K | 0.02% | 680 |
|
|
2017
Q3 | $2.67M | Buy |
60,914
+2,666
| +5% | +$117K | 0.02% | 661 |
|
|
2017
Q2 | $2.48M | Buy |
58,248
+6,694
| +13% | +$285K | 0.02% | 672 |
|
|
2017
Q1 | $2.17M | Sell |
51,554
-2,784
| -5% | -$117K | 0.01% | 706 |
|
|
2016
Q4 | $2.21M | Buy |
54,338
+4,810
| +10% | +$195K | 0.02% | 670 |
|
|
2016
Q3 | $1.94M | Sell |
49,528
-3,024
| -6% | -$118K | 0.02% | 698 |
|
|
2016
Q2 | $2.02M | Sell |
52,552
-322
| -0.6% | -$12.4K | 0.02% | 641 |
|
|
2016
Q1 | $1.96M | Sell |
52,874
-3,334
| -6% | -$124K | 0.02% | 647 |
|
|
2015
Q4 | $2.01M | Sell |
56,208
-4,702
| -8% | -$168K | 0.02% | 624 |
|
|
2015
Q3 | $2.07M | Sell |
60,910
-4,850
| -7% | -$165K | 0.02% | 579 |
|
|
2015
Q2 | $2.41M | Sell |
65,760
-152
| -0.2% | -$5.56K | 0.02% | 558 |
|
|
2015
Q1 | $2.45M | Buy |
65,912
+2,660
| +4% | +$98.8K | 0.03% | 538 |
|
|
2014
Q4 | $2.36M | Buy |
63,252
+2,492
| +4% | +$93.1K | 0.03% | 513 |
|
|
2014
Q3 | $2.17M | Buy |
60,760
+1,134
| +2% | +$40.5K | 0.03% | 533 |
|
|
2014
Q2 | $2.13M | Sell |
59,626
-2,256
| -4% | -$80.7K | 0.03% | 532 |
|
|
2014
Q1 | $2.11M | Sell |
61,882
-1,482
| -2% | -$50.6K | 0.03% | 503 |
|
|
2013
Q4 | $2.13M | Buy |
63,364
+898
| +1% | +$30.1K | 0.03% | 481 |
|
|
2013
Q3 | $1.93M | Buy |
62,466
+8,994
| +17% | +$278K | 0.03% | 462 |
|
|
2013
Q2 | $1.61M | Buy |
+53,472
| New | +$1.61M | 0.03% | 491 |
|