F.L. Putnam Investment 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
Q3 | $402K | Hold |
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|
2025
Q2 | $381K | Hold |
|
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|
2025
Q1 | $368K | Sell |
|
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|
2024
Q4 | $368K | Hold |
|
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|
2024
Q3 | $372K | Hold |
|
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|
2024
Q2 | $343K | Sell |
|
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|
2024
Q1 | $371K | Sell |
|
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|
2023
Q4 | $400K | Hold |
|
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|
2023
Q3 | $368K | Hold |
|
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|
2023
Q2 | $380K | Sell |
|
|||||
|
2023
Q1 | $375K | Hold |
|
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|
2022
Q4 | $375K | Hold |
|
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|
2022
Q3 | $335K | Hold |
|
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|
2022
Q2 | $358K | Sell |
|
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|
2022
Q1 | $433K | Hold |
|
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|
2021
Q4 | $434K | Hold |
|
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|
2021
Q3 | $394K | Sell |
|
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|
2021
Q2 | $407K | Hold |
|
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|
2021
Q1 | $388K | Hold |
|
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|
2020
Q4 | $360K | Hold |
|
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|
2020
Q3 | $322K | Hold |
|
|||||
|
2020
Q2 | $309K | Hold |
|
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|
2020
Q1 | $269K | Sell |
|
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|
2019
Q4 | $375K | Hold |
|
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|
2019
Q3 | $352K | Buy |
|
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|
2019
Q2 | $18K | Buy |
|