Essential Planning’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 | $339K | Sell |
4,258
-63
| -1% | -$5.01K | 0.13% | 66 |
|
|
2025
Q1 | $333K | Sell |
4,321
-287,184
| -99% | -$22.1M | 0.13% | 64 |
|
|
2024
Q4 | $22.7M | Buy |
291,505
+287,021
| +6,401% | +$22.4M | 0.15% | 55 |
|
|
2024
Q3 | $344K | Sell |
4,484
-219
| -5% | -$16.8K | 0.14% | 60 |
|
|
2024
Q2 | $333K | Sell |
4,703
-433
| -8% | -$30.7K | 0.15% | 52 |
|
|
2024
Q1 | $336K | Hold |
5,136
| – | – | 0.17% | 48 |
|
|
2023
Q4 | $336K | Sell |
5,136
-263
| -5% | -$17.2K | 0.17% | 48 |
|
|
2023
Q3 | $325K | Sell |
5,399
-338
| -6% | -$20.3K | 0.18% | 42 |
|
|
2023
Q2 | $356K | Sell |
5,737
-677
| -11% | -$42K | 0.2% | 39 |
|
|
2023
Q1 | $389K | Sell |
6,414
-4,180
| -39% | -$253K | 0.24% | 33 |
|
|
2022
Q4 | $580K | Buy |
+10,594
| New | +$580K | 0.44% | 27 |
|