Creative Financial Designs’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 | $381K | Sell |
4,788
-412
| -8% | -$32.8K | 0.03% | 352 |
|
|
2025
Q1 | $400K | Sell |
5,200
-1,348
| -21% | -$104K | 0.03% | 318 |
|
|
2024
Q4 | $497K | Buy |
6,548
+148
| +2% | +$11.2K | 0.04% | 286 |
|
|
2024
Q3 | $491K | Buy |
6,400
+83
| +1% | +$6.37K | 0.04% | 292 |
|
|
2024
Q2 | $447K | Sell |
6,317
-51
| -0.8% | -$3.61K | 0.04% | 292 |
|
|
2024
Q1 | $450K | Buy |
6,368
+993
| +18% | +$70.2K | 0.04% | 278 |
|
|
2023
Q4 | $351K | Buy |
5,375
+38
| +0.7% | +$2.48K | 0.04% | 287 |
|
|
2023
Q3 | $321K | Buy |
5,337
+899
| +20% | +$54.1K | 0.04% | 272 |
|
|
2023
Q2 | $276K | Buy |
4,438
+2,177
| +96% | +$135K | 0.03% | 290 |
|
|
2023
Q1 | $137K | Sell |
2,261
-89
| -4% | -$5.39K | 0.02% | 406 |
|
|
2022
Q4 | $143K | Sell |
2,350
-218
| -8% | -$13.2K | 0.02% | 380 |
|
|
2022
Q3 | $139K | Sell |
2,568
-112
| -4% | -$6.06K | 0.02% | 361 |
|
|
2022
Q2 | $155K | Sell |
2,680
-14
| -0.5% | -$810 | 0.03% | 341 |
|
|
2022
Q1 | $174K | Buy |
2,694
+748
| +38% | +$48.3K | 0.03% | 335 |
|
|
2021
Q4 | $126K | Sell |
1,946
-128
| -6% | -$8.29K | 0.02% | 397 |
|
|
2021
Q3 | $122K | Buy |
2,074
+828
| +66% | +$48.7K | 0.02% | 404 |
|
|
2021
Q2 | $74K | Buy |
+1,246
| New | +$74K | 0.01% | 506 |
|