Consolidated Portfolio Review Corp’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 | $1.09M | Buy |
13,702
+21
| +0.2% | +$1.67K | 0.15% | 148 |
|
|
2025
Q1 | $1.05M | Buy |
13,681
+16
| +0.1% | +$1.23K | 0.17% | 139 |
|
|
2024
Q4 | $1.04M | Buy |
13,665
+19
| +0.1% | +$1.44K | 0.16% | 141 |
|
|
2024
Q3 | $1.05M | Buy |
13,646
+19
| +0.1% | +$1.46K | 0.23% | 110 |
|
|
2024
Q2 | $965K | Buy |
+13,627
| New | +$965K | 0.23% | 111 |
|
|
2024
Q1 | – | Sell |
-8,123
| Closed | -$531K | – | 290 |
|
|
2023
Q4 | $531K | Sell |
8,123
-13,559
| -63% | -$886K | 0.12% | 166 |
|
|
2023
Q3 | $1.3M | Buy |
21,682
+27
| +0.1% | +$1.63K | 0.32% | 86 |
|
|
2023
Q2 | $1.34M | Buy |
21,655
+26
| +0.1% | +$1.61K | 0.32% | 87 |
|
|
2023
Q1 | $1.31M | Buy |
+21,629
| New | +$1.31M | 0.35% | 76 |
|