Crestone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $289K | Buy |
|
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|
2023
Q3 | $241K | Hold |
|
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|
2023
Q2 | $248K | Sell |
|
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|
2023
Q1 | $265K | Hold |
|
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|
2022
Q4 | $265K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $332K | Hold |
|
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|
2021
Q3 | $301K | Hold |
|
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|
2021
Q2 | $304K | Sell |
|
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $261K | Buy |
|
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|
2020
Q2 | $202K | Buy |
|