Creative Financial Designs’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 | $381K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $497K | Buy |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $450K | Buy |
|
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $137K | Sell |
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|
2022
Q4 | $143K | Sell |
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|
2022
Q3 | $139K | Sell |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $126K | Sell |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | $74K | Buy |
|