Corient Private Wealth’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 | $2.99M | Hold |
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|
2025
Q1 | $2.89M | Hold |
|
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|
2024
Q4 | $2.85M | Sell |
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|
2024
Q3 | $3.38M | Sell |
|
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|
2024
Q2 | $3.29M | Hold |
|
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|
2024
Q1 | $3.28M | Buy |
|
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|
2023
Q4 | $2.95M | Buy |
|
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|
2023
Q3 | $2.32M | Buy |
|
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|
2023
Q2 | $2.38M | Hold |
|
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|
2023
Q1 | $2.32M | Hold |
|
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|
2022
Q4 | $2.32M | Buy |
|