Element Wealth’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 | $243K | Buy |
3,061
+128
| +4% | +$10.2K | 0.11% | 154 |
|
|
2025
Q1 | $226K | Buy |
2,933
+186
| +7% | +$14.3K | 0.12% | 140 |
|
|
2024
Q4 | $208K | Buy |
2,747
+593
| +28% | +$45K | 0.11% | 144 |
|
|
2024
Q3 | $165K | Hold |
2,154
| – | – | 0.09% | 158 |
|
|
2024
Q2 | $153K | Buy |
2,154
+762
| +55% | +$54K | 0.09% | 151 |
|
|
2024
Q1 | $98.4K | Buy |
1,392
+935
| +205% | +$66.1K | 0.06% | 163 |
|
|
2023
Q4 | $29.9K | Buy |
+457
| New | +$29.9K | 0.02% | 191 |
|