Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.1M | Sell |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $3.28M | Buy |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $967K | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $4.2M | Buy |
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|
2019
Q4 | $3.56M | Buy |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $217K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $232K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $85K | Buy |
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|
2016
Q1 | $79K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $261K | Buy |
|
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|
2014
Q4 | $30K | Buy |
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|
2014
Q3 | $29K | Sell |
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|
2014
Q2 | $30K | Buy |
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|
2014
Q1 | $17K | Sell |
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|
2013
Q4 | $25K | Sell |
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|
2013
Q3 | $42K | Sell |
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|
2013
Q2 | $299K | Buy |
|