CoreCap 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
Q3 | $272K | Hold |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $195K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $330K | Buy |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $700K | Buy |
|