Equitable Holdings’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 | $244K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $203K | Buy |
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