DHJJ Financial Advisors’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 | $1.11K | Hold |
14
| – | – | ﹤0.01% | 725 |
|
|
2025
Q1 | $1.08K | Hold |
14
| – | – | ﹤0.01% | 683 |
|
|
2024
Q4 | $1.06K | Hold |
14
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $1.07K | Hold |
14
| – | – | ﹤0.01% | 635 |
|
|
2024
Q2 | $992 | Hold |
14
| – | – | ﹤0.01% | 600 |
|
|
2024
Q1 | $991 | Hold |
14
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $916 | Hold |
14
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $843 | Buy |
+14
| New | +$843 | ﹤0.01% | 581 |
|